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
$1.6B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$9.51M
3
+$5.54M
4
TSCO icon
Tractor Supply
TSCO
+$5.1M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.8M

Top Sells

1
+$16.5M
2
+$9.23M
3
+$8.18M
4
BKNG icon
Booking.com
BKNG
+$6.14M
5
SIVB
SVB Financial Group
SIVB
+$5.59M

Sector Composition

1 Technology 19.61%
2 Consumer Discretionary 15.22%
3 Financials 10.99%
4 Communication Services 8.91%
5 Real Estate 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.9M 1.18%
92,560
-1,871
27
$17.6M 1.1%
230,271
+4,189
28
$17.4M 1.09%
60,384
+225
29
$17.1M 1.07%
13,425
+4,339
30
$16.7M 1.05%
243,172
-1,272
31
$16.7M 1.04%
401,306
+228,146
32
$16.3M 1.02%
312,021
-3,578
33
$16M 1%
73,213
-1,314
34
$15.6M 0.98%
196,214
-3,362
35
$15.5M 0.97%
409,534
+5,414
36
$15.4M 0.96%
230,670
-3,605
37
$14.6M 0.91%
290,999
-1,696
38
$14.5M 0.91%
139,579
-5,495
39
$13.5M 0.84%
414,425
-4,245
40
$13.2M 0.82%
42,745
-5,301
41
$12.9M 0.81%
706,224
-8,232
42
$12M 0.75%
126,880
-1,631
43
$12M 0.75%
129,113
-753
44
$11M 0.69%
101,059
+863
45
$10.7M 0.67%
114,720
+584
46
$10.6M 0.66%
92,835
-122
47
$10.5M 0.66%
75,751
-1,210
48
$10.5M 0.65%
309,271
+1,505
49
$10.4M 0.65%
37,312
+142
50
$10.3M 0.64%
162,754
-2,660
1
2
3 4 5