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
$2.3B
AUM Growth
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$3.35M
3
+$551K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$167K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$160K

Top Sells

1
+$8.89M
2
+$7.07M
3
+$6.47M
4
TEAM icon
Atlassian
TEAM
+$4.9M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$3.65M

Sector Composition

1 Technology 20.19%
2 Consumer Discretionary 15.16%
3 Communication Services 12.16%
4 Financials 11.14%
5 Healthcare 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.8M 1.3%
189,663
-4,844
27
$29.2M 1.27%
159,685
-3,751
28
$29.2M 1.27%
343,822
-10,965
29
$28.1M 1.22%
575,914
-4,866
30
$27.7M 1.21%
82,412
+459
31
$26.2M 1.14%
147,395
-40
32
$25.7M 1.12%
264,745
+34,525
33
$25.3M 1.1%
242,119
-6,161
34
$24.7M 1.07%
424,162
-3,590
35
$24.1M 1.05%
478,354
-10,039
36
$22.8M 0.99%
87,643
-2,010
37
$22.8M 0.99%
319,332
-4,153
38
$20.2M 0.88%
228,168
-5,535
39
$19.3M 0.84%
165,107
-1,684
40
$19.2M 0.84%
342,780
-2,846
41
$18.4M 0.8%
406,390
-270
42
$17.9M 0.78%
855,688
-4,047
43
$17.9M 0.78%
170,644
-3,092
44
$17.4M 0.76%
144,291
-1,263
45
$17M 0.74%
25,045
-10,428
46
$16.8M 0.73%
257,724
-3,784
47
$16.6M 0.72%
519,534
-4,784
48
$16.4M 0.72%
220,608
-1,909
49
$15.8M 0.69%
103,032
-1,840
50
$15.1M 0.66%
314,954
-5,609
1
2
3 4 5