MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.66B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.88M
3
+$3.84M
4
JBTM
JBT Marel
JBTM
+$3.62M
5
CDLX icon
Cardlytics
CDLX
+$3.56M

Top Sells

1
+$9.47M
2
+$8.06M
3
+$6.13M
4
GLW icon
Corning
GLW
+$4.3M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$3.98M

Sector Composition

1 Technology 19.62%
2 Consumer Discretionary 15.81%
3 Communication Services 10.15%
4 Financials 8.99%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.1M 1.23%
266,372
-12,997
27
$16M 1.15%
772,993
-49,230
28
$15.8M 1.14%
101,785
-52,003
29
$15.1M 1.09%
159,066
-2,007
30
$15M 1.08%
726,004
-46,746
31
$14.9M 1.07%
400,986
-14,798
32
$14.6M 1.06%
425,839
+112,808
33
$14.2M 1.03%
157,880
-1,329
34
$13.6M 0.98%
99,357
-24,164
35
$13.5M 0.97%
514,103
-32,980
36
$13.3M 0.96%
487,422
-22,986
37
$12.9M 0.93%
87,793
-1,814
38
$12.8M 0.92%
80,843
+15,598
39
$12.7M 0.92%
313,232
-10,993
40
$12.1M 0.88%
311,550
-5,077
41
$12M 0.86%
173,680
-9,952
42
$10.7M 0.77%
221,131
+53,869
43
$10.2M 0.73%
429,478
+95,004
44
$9.75M 0.7%
323,992
-11,950
45
$9.44M 0.68%
410,297
-26,221
46
$9.42M 0.68%
245,009
+70,411
47
$9.02M 0.65%
46,353
+8,070
48
$8.86M 0.64%
190,300
+82,501
49
$8.74M 0.63%
60,496
+3,129
50
$8.3M 0.6%
130,512
-756
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