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
$1.99B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.6M
3
+$12.1M
4
TRU icon
TransUnion
TRU
+$10.8M
5
BRBR icon
BellRing Brands
BRBR
+$10.3M

Top Sells

1
+$35.9M
2
+$9.21M
3
+$7.23M
4
AXON icon
Axon Enterprise
AXON
+$6.75M
5
TSM icon
TSMC
TSM
+$6.63M

Sector Composition

1 Technology 14.77%
2 Consumer Discretionary 13.79%
3 Healthcare 12%
4 Communication Services 11.23%
5 Financials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21.1M 1.06%
48,958
-800
27
$20.7M 1.04%
88,941
-3,172
28
$20.5M 1.03%
33,217
-1,967
29
$19.8M 1%
295,856
+180,775
30
$19.7M 0.99%
243,665
-24,974
31
$19.2M 0.97%
69,851
-4,296
32
$18.4M 0.92%
39,493
-1,747
33
$18M 0.9%
62,572
-5,943
34
$17.9M 0.9%
33,864
-1,380
35
$17.6M 0.88%
697,542
-365,159
36
$17.4M 0.87%
195,158
-2,808
37
$16.7M 0.84%
597,563
-18,432
38
$16.3M 0.82%
266,817
-27,302
39
$15.5M 0.78%
31,585
-805
40
$15.4M 0.77%
324,806
-32,803
41
$15.2M 0.76%
196,722
-17,479
42
$15M 0.75%
358,940
-18,143
43
$14.8M 0.74%
293,859
-11,289
44
$14.6M 0.73%
774,468
-38,283
45
$14.5M 0.73%
40,394
-1,289
46
$14.4M 0.72%
276,950
-10,703
47
$14.3M 0.72%
262,400
-8,690
48
$14.3M 0.72%
200,404
-70,606
49
$14.3M 0.72%
24,536
-362
50
$14.2M 0.71%
720,499
-36,391
1
2
3 4 5