MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.77M
3
+$2.69M
4
ANSS
Ansys
ANSS
+$2.66M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M

Top Sells

1
+$8.77M
2
+$4.18M
3
+$4.14M
4
BR icon
Broadridge
BR
+$3.71M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.48M

Sector Composition

1 Technology 19.5%
2 Consumer Discretionary 13.66%
3 Financials 10.81%
4 Communication Services 7.66%
5 Real Estate 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.2M 1.19%
125,958
-25,696
27
$17.7M 1.16%
803,684
-12,144
28
$17.1M 1.12%
244,927
-1,922
29
$17M 1.11%
297,914
-4,889
30
$16.9M 1.11%
719,820
-8,520
31
$16.8M 1.1%
77,022
-6,591
32
$15.6M 1.02%
394,318
-6,086
33
$14.1M 0.92%
482,306
-7,002
34
$13.7M 0.9%
58,905
+813
35
$13.7M 0.89%
644,613
-25,693
36
$13.1M 0.86%
757,325
-29,891
37
$13.1M 0.86%
247,381
-6,756
38
$12.6M 0.82%
428,706
-16,803
39
$12.4M 0.81%
46,613
+919
40
$12.4M 0.81%
147,650
-5,212
41
$12.3M 0.81%
438,777
+1,015
42
$10.9M 0.72%
45,315
+73
43
$10.7M 0.7%
79,335
-1,075
44
$10.3M 0.68%
28,512
-491
45
$10.3M 0.67%
205,816
-2,862
46
$10.2M 0.67%
91,171
+2,028
47
$9.57M 0.63%
8,829
+153
48
$9.42M 0.62%
19,945
+461
49
$9.26M 0.61%
204,635
-3,513
50
$9.2M 0.6%
134,212
-1,996
1
2
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