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
$1.44B
AUM Growth
-$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$9.26M
3
+$8.39M
4
TEAM icon
Atlassian
TEAM
+$7.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.26M

Top Sells

1
+$21.6M
2
+$16.6M
3
+$13.7M
4
PING
Ping Identity Holding Corp.
PING
+$12.3M
5
AXON icon
Axon Enterprise
AXON
+$9.61M

Sector Composition

1 Technology 17.82%
2 Consumer Discretionary 14.13%
3 Financials 11.51%
4 Real Estate 8.52%
5 Communication Services 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.1M 1.26%
286,971
-10,943
27
$16.5M 1.14%
226,082
-21,299
28
$16.4M 1.14%
122,160
-3,798
29
$16M 1.11%
468,550
-13,756
30
$15.5M 1.08%
74,527
-2,495
31
$15M 1.04%
315,599
-78,719
32
$14.8M 1.03%
48,046
+1,433
33
$14.5M 1.01%
292,695
-25,746
34
$14.4M 1%
60,159
+1,254
35
$14.4M 1%
145,074
-2,576
36
$14.1M 0.98%
404,120
-24,586
37
$13.5M 0.94%
199,576
-6,240
38
$13.2M 0.91%
628,005
-175,679
39
$12.7M 0.88%
714,456
-42,869
40
$12M 0.83%
9,086
+257
41
$11.9M 0.83%
128,511
-179,242
42
$10.7M 0.75%
92,957
+1,786
43
$10.2M 0.71%
76,961
-2,374
44
$10M 0.69%
28,515
+17,840
45
$9.94M 0.69%
307,766
-1,771
46
$9.67M 0.67%
129,866
-4,346
47
$9.43M 0.66%
114,136
-988
48
$9.28M 0.64%
78,070
+21,388
49
$9.26M 0.64%
+126,117
50
$9.23M 0.64%
28,204
-308
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