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
$1.94B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$20M
3
+$17.6M
4
DHR icon
Danaher
DHR
+$14.5M
5
TOST icon
Toast
TOST
+$11.8M

Top Sells

1
+$55.6M
2
+$28.9M
3
+$21.5M
4
MBB icon
iShares MBS ETF
MBB
+$13M
5
COST icon
Costco
COST
+$8.55M

Sector Composition

1 Technology 16.81%
2 Consumer Discretionary 13.67%
3 Healthcare 11.06%
4 Communication Services 10.89%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.3M 1.05%
47,057
-845
27
$20.1M 1.04%
47,696
-255
28
$20M 1.03%
+76,803
29
$19.3M 1%
266,459
-1,978
30
$18.1M 0.94%
91,737
+1,124
31
$17.7M 0.92%
306,287
-1,537
32
$17.6M 0.91%
+42,074
33
$17.1M 0.88%
125,764
-959
34
$17M 0.88%
405,665
-1,826
35
$16.6M 0.86%
129,004
-63,464
36
$16.4M 0.85%
378,414
-3,400
37
$15.6M 0.81%
32,556
-123
38
$14.6M 0.75%
797,984
+31,889
39
$14.5M 0.75%
210,113
-536
40
$14.5M 0.75%
339,839
-103,577
41
$14.3M 0.74%
743,502
-359,496
42
$14.3M 0.74%
115,511
-3,771
43
$14.2M 0.73%
865,227
+44,284
44
$14.1M 0.73%
877,044
+44,410
45
$14.1M 0.73%
40,964
-693
46
$14M 0.72%
692,042
+35,476
47
$14M 0.72%
462,960
+25,313
48
$13.6M 0.7%
8,908
-4,498
49
$13.2M 0.68%
604,587
-6,921
50
$12.8M 0.66%
74,151
-425
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