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
$1.92B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.81M
3
+$5.8M
4
HQY icon
HealthEquity
HQY
+$4.36M
5
AXON icon
Axon Enterprise
AXON
+$3.67M

Top Sells

1
+$9.34M
2
+$7.04M
3
+$5.5M
4
VAR
Varian Medical Systems, Inc.
VAR
+$4.1M
5
LCII icon
LCI Industries
LCII
+$2.7M

Sector Composition

1 Technology 21.85%
2 Consumer Discretionary 18.26%
3 Communication Services 10.55%
4 Financials 10.1%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.7M 1.13%
469,576
+22,694
27
$21.3M 1.11%
169,175
+4,775
28
$19.9M 1.03%
359,663
+34,230
29
$19.7M 1.02%
108,314
+4,969
30
$19.4M 1.01%
475,914
+2,868
31
$18.6M 0.97%
245,089
+1,528
32
$18.6M 0.97%
416,425
+16,873
33
$18.2M 0.95%
787,609
+31,455
34
$17.7M 0.92%
170,535
+7,726
35
$17.7M 0.92%
84,167
+3,448
36
$17.3M 0.9%
325,297
+13,389
37
$17M 0.89%
77,731
+1,057
38
$16.3M 0.85%
140,867
+7,035
39
$15.6M 0.81%
90,997
+2,607
40
$15.2M 0.79%
523,828
+20,899
41
$15M 0.78%
177,620
+2,852
42
$14.2M 0.74%
486,150
+7,708
43
$14.2M 0.74%
48,182
+2,016
44
$13.6M 0.71%
150,149
+40,493
45
$13.2M 0.69%
584,996
+28,420
46
$13M 0.68%
184,731
+82,343
47
$12.9M 0.67%
234,208
+6,089
48
$12.7M 0.66%
254,517
+10,323
49
$11.8M 0.62%
445,911
+18,030
50
$11.7M 0.61%
336,472
+13,638
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