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
$1.7B
AUM Growth
+$95.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.3M
3
+$9.92M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$8.2M
5
WAT icon
Waters Corp
WAT
+$7.26M

Top Sells

1
+$20.5M
2
+$15.7M
3
+$12.6M
4
PEN icon
Penumbra
PEN
+$10.4M
5
ABB
ABB Ltd
ABB
+$6.23M

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 13.87%
3 Financials 12.6%
4 Communication Services 9.74%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.6M 1.09%
13,453
+28
27
$17.8M 1.05%
46,720
-33,095
28
$17.8M 1.05%
91,743
-817
29
$17.1M 1.01%
413,519
+12,213
30
$17.1M 1.01%
50,315
-10,069
31
$16.9M 1%
225,114
-5,157
32
$16.7M 0.98%
402,285
-7,249
33
$16.4M 0.96%
47,991
+5,246
34
$16.3M 0.96%
309,344
-2,677
35
$15.7M 0.93%
194,376
-1,838
36
$14.6M 0.86%
282,563
-8,436
37
$13.8M 0.81%
410,566
-3,859
38
$13.6M 0.8%
137,338
-2,241
39
$13M 0.77%
724,809
+18,585
40
$12.9M 0.76%
127,854
-1,259
41
$12.5M 0.74%
127,026
-2,754
42
$12.2M 0.72%
100,314
-745
43
$12.2M 0.72%
130,702
+3,822
44
$11.5M 0.68%
+54,235
45
$11.3M 0.66%
+21,599
46
$11M 0.65%
306,613
-2,658
47
$10.9M 0.64%
113,976
-744
48
$10.9M 0.64%
20,233
-242
49
$10.4M 0.61%
92,777
-58
50
$10.3M 0.61%
24,773
-197
1
2
3 4 5