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
$1.73B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$14.1M
3
+$10.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.09M
5
BND icon
Vanguard Total Bond Market
BND
+$3.26M

Top Sells

1
+$34.9M
2
+$2.98M
3
+$2.45M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.24M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.98M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 13.67%
3 Financials 12.21%
4 Communication Services 9.65%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.5M 1.07%
48,938
+2,218
27
$18.2M 1.06%
235,761
-2,950
28
$17.7M 1.03%
194,840
+464
29
$17.7M 1.03%
401,180
-1,105
30
$17.6M 1.02%
429,412
+15,893
31
$17M 0.98%
278,573
-3,990
32
$16.4M 0.95%
51,722
+1,407
33
$15.4M 0.89%
311,061
+1,717
34
$15.1M 0.87%
92,053
+310
35
$14.4M 0.83%
40,998
-6,993
36
$14.3M 0.83%
219,293
-5,821
37
$13.1M 0.76%
750,804
+25,995
38
$12.9M 0.74%
412,461
+1,895
39
$12.5M 0.73%
137,014
-324
40
$12.4M 0.72%
627,812
+512,330
41
$12M 0.7%
135,561
+4,859
42
$11.6M 0.67%
20,617
+384
43
$11.5M 0.67%
53,057
-1,178
44
$11.3M 0.66%
123,818
-3,208
45
$11.2M 0.65%
128,268
+414
46
$11.1M 0.64%
95,967
+3,190
47
$10.7M 0.62%
27,282
+12,935
48
$10.7M 0.62%
21,108
-491
49
$10.5M 0.61%
305,082
-1,531
50
$10.5M 0.61%
99,939
-375
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