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
$1.96B
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.2M
3
+$13.2M
4
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$13.2M
5
DXCM icon
DexCom
DXCM
+$13M

Top Sells

1
+$38.8M
2
+$17M
3
+$10.2M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$8.84M
5
TSM icon
TSMC
TSM
+$7.4M

Sector Composition

1 Technology 16.23%
2 Consumer Discretionary 13.75%
3 Healthcare 13.02%
4 Communication Services 11.63%
5 Financials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.5M 1.1%
+68,515
27
$20.2M 1.03%
268,639
-11,051
28
$19.8M 1.01%
48,614
+918
29
$19.4M 0.99%
41,240
-834
30
$19.3M 0.99%
35,184
-1,244
31
$18.6M 0.95%
271,010
+79,396
32
$18.3M 0.93%
74,147
-2,656
33
$17.9M 0.91%
92,113
+376
34
$17.8M 0.91%
35,244
+2,688
35
$17.6M 0.9%
123,864
-5,140
36
$17.2M 0.88%
271,090
+4,631
37
$16.8M 0.86%
294,119
-12,168
38
$16.2M 0.82%
615,995
+11,408
39
$15.4M 0.78%
517,121
+54,161
40
$15.1M 0.77%
32,390
-14,667
41
$14.8M 0.75%
287,653
+257,358
42
$14.8M 0.75%
812,751
+14,767
43
$14.7M 0.75%
305,148
+273,279
44
$14.7M 0.75%
377,083
-1,331
45
$14.7M 0.75%
83,563
-42,201
46
$14.6M 0.74%
345,864
+6,025
47
$14.6M 0.74%
756,890
+13,388
48
$14.4M 0.74%
111,580
-3,931
49
$14.3M 0.73%
9,077
+169
50
$13.6M 0.69%
357,609
+256,227
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