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
$2.09B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$16.7M
3
+$15.2M
4
AON icon
Aon
AON
+$11.8M
5
TWLO icon
Twilio
TWLO
+$11M

Top Sells

1
+$23.5M
2
+$16.5M
3
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.8M
5
AAPL icon
Apple
AAPL
+$11.8M

Sector Composition

1 Technology 21.32%
2 Consumer Discretionary 14.21%
3 Financials 12.82%
4 Communication Services 9.09%
5 Real Estate 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$26.8M 1.28%
110,374
-2,449
27
$26.2M 1.25%
265,715
+970
28
$25.7M 1.23%
186,603
-3,060
29
$24.5M 1.17%
157,269
-2,416
30
$23.2M 1.11%
165,888
+108,961
31
$22.7M 1.08%
341,377
-2,445
32
$22.2M 1.06%
473,463
-4,891
33
$22.1M 1.06%
413,732
-10,430
34
$22M 1.05%
71,276
-11,136
35
$20.9M 1%
86,326
-1,317
36
$20.6M 0.98%
312,872
-6,460
37
$19M 0.91%
64,803
-32,272
38
$17.6M 0.84%
827,306
-749,595
39
$16.7M 0.8%
+251,134
40
$16.3M 0.78%
46,299
-1,228
41
$16.2M 0.77%
831,423
-24,265
42
$15.5M 0.74%
252,860
-4,864
43
$15.2M 0.72%
510,208
-9,326
44
$14.7M 0.7%
161,883
-3,224
45
$14.7M 0.7%
140,712
-3,579
46
$14.5M 0.69%
215,157
-5,451
47
$13.9M 0.66%
79,712
-67,683
48
$13.8M 0.66%
24,640
-405
49
$13M 0.62%
8,803
-229
50
$12.8M 0.61%
310,124
-4,830
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