MFWM
Motley Fool Wealth Management Portfolio holdings
AUM $1.69B
AUM
$1.69B
AUM Growth
-$247M (-13%)
Cap. Flow
-$122M
Cap. Flow % of AUM
-7.2%
Top 10 Holdings %Top 10 Hldgs %
30.87%
Holding
137
New
4
Increased
9
Reduced
110
Closed
12
Top Buys
| 1 | $18.8M | |
| 2 | $18.2M | |
| 3 | $12.4M | |
| 4 | $9.5M | |
| 5 | $9.07M |
Top Sells
| 1 | $18.4M | |
| 2 | $13.1M | |
| 3 | $11.2M | |
| 4 | $11.1M | |
| 5 | $10.4M |
Sector Composition
| 1 | Technology | 16.41% |
| 2 | Consumer Discretionary | 13.18% |
| 3 | Financials | 12.5% |
| 4 | Communication Services | 10.91% |
| 5 | Healthcare | 10.31% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $11.7M | 0.69% | 75,824 -7,360 | -9% | -$1.14M | |||
| $11.3M | 0.67% | 152,219 -12,492 | -8% | -$930K | |||
| $11.1M | 0.66% | 125,467 -11,262 | -8% | -$995K | |||
| $10.8M | 0.64% | 101,978 +46,124 | +83% | +$4.9M | |||
| $10.3M | 0.61% | 58,729 -5,309 | -8% | -$929K | |||
| $10.1M | 0.6% | 51,671 -7,177 | -12% | -$1.4M | |||
| $10M | 0.59% | 128,931 -14,933 | -10% | -$1.16M | |||
| $9.98M | 0.59% | 74,292 -6,084 | -8% | -$817K | |||
| $9.9M | 0.59% | 518,389 -50,757 | -9% | -$969K | |||
| $9.81M | 0.58% | 122,599 -11,349 | -8% | -$908K | |||
| $9.8M | 0.58% | 44,532 -2,938 | -6% | -$646K | |||
| $9.74M | 0.58% | 269,609 -21,421 | -7% | -$774K | |||
| $9.68M | 0.57% | 51,659 -4,356 | -8% | -$816K | |||
| $9.5M | 0.56% | 48,103 | New | +$9.5M | |||
| $9.07M | 0.54% | 894,471 | New | +$9.07M | |||
| $8.98M | 0.53% | 126,714 -10,134 | -7% | -$718K | |||
| $8.88M | 0.53% | 240,773 -36,504 | -13% | -$1.35M | |||
| $8.83M | 0.52% | 120,276 -16,213 | -12% | -$1.19M | |||
| $8.73M | 0.52% | 381,108 +16,288 | +4% | +$373K | |||
| $8.6M | 0.51% | 117,534 -76,890 | -40% | -$5.63M | |||
| $8.13M | 0.48% | 96,407 -8,196 | -8% | -$691K | |||
| $8.05M | 0.48% | 413,495 -943,693 | -70% | -$18.4M | |||
| $8M | 0.47% | 153,677 -20,564 | -12% | -$1.07M | |||
| $7.77M | 0.46% | 73,818 -6,108 | -8% | -$643K | |||
| $7.54M | 0.45% | 90,823 -7,525 | -8% | -$625K |
