MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$884M
1-Year Est. Return
5.86%
This Fund
S&P 500
1 Year Est. Return
+5.86%
AUM
$884M
AUM Growth
-$405M
(-31%)
Holding
130
Top Buys
| 1 | +$6.68M | |
| 2 | +$3.57M | |
| 3 | +$2.96M | |
| 4 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
+$1.15M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$314 |
Top Sells
| 1 | +$30.5M | |
| 2 | +$15.8M | |
| 3 | +$12M | |
| 4 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$9.91M |
| 5 |
Mercado Libre
MELI
|
+$8.63M |
Sector Composition
| 1 | Technology | 14.65% |
| 2 | Healthcare | 13.14% |
| 3 | Consumer Discretionary | 11.26% |
| 4 | Communication Services | 11.1% |
| 5 | Financials | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
CoStar Group
CSGP
$13.8B
| $6.17M | 0.7% |
153,002
-50,446
|
|
||
52
Hexcel
HXL
$6.69B
| $5.95M | 0.67% |
73,520
-25,754
|
|
||
53
Toast
TOST
$16.1B
| $5.9M | 0.67% |
222,570
-78,029
|
|
||
54
Cellebrite
CLBT
$3.96B
| $5.69M | 0.64% |
412,864
-151,972
|
|
||
55
iShares Core MSCI Europe ETF
IEUR
$8.86B
| $5.65M | 0.64% |
80,414
-31,505
|
|
||
56
Axon Enterprise
AXON
$38.4B
| $5.49M | 0.62% |
12,926
-4,589
|
|
||
57
Rentokil
RTO
$15B
| $5.46M | 0.62% |
173,479
-68,239
|
|
||
58
Howard Hughes
HHH
$3.75B
| $5.45M | 0.62% |
86,126
-32,297
|
|
||
59
HealthEquity
HQY
$7.58B
| $5.41M | 0.61% |
64,752
-22,419
|
|
||
60
Waters Corp
WAT
$37.1B
| $5.23M | 0.59% |
17,577
-6,631
|
|
||
|
QXO
61
QXO Inc
QXO
$12.1B
| $5M | 0.57% |
257,718
-90,143
|
|
||
62
STAG Industrial
STAG
$7.02B
| $5M | 0.57% |
138,756
-48,952
|
|
||
63
Herc Holdings
HRI
$4.33B
| $4.9M | 0.55% |
49,241
-16,944
|
|
||
64
American Tower
AMT
$87.4B
| $4.8M | 0.54% |
27,840
-9,977
|
|
||
65
Watsco Inc
WSO
$14.6B
| $4.73M | 0.53% |
12,992
-4,801
|
|
||
66
Ultragenyx Pharmaceutical
RARE
$2.25B
| $4.67M | 0.53% |
222,981
-74,505
|
|
||
67
TSMC
TSM
$2.26T
| $4.61M | 0.52% |
13,640
-9,029
|
|
||
68
Aon
AON
$68.5B
| $4.53M | 0.51% |
14,022
-5,835
|
|
||
69
GXO Logistics
GXO
$5.75B
| $4.5M | 0.51% |
86,775
-29,829
|
|
||
70
Brookfield Asset Management
BAM
$76.9B
| $4.4M | 0.5% |
98,935
-55,296
|
|
||
71
SiteOne Landscape Supply
SITE
$4.72B
| $4.32M | 0.49% |
32,455
-11,141
|
|
||
72
Old Dominion Freight Line
ODFL
$47.5B
| $4.26M | 0.48% |
21,791
-8,526
|
|
||
73
Regeneron Pharmaceuticals
REGN
$63B
| $4.24M | 0.48% |
5,485
-2,307
|
|
||
74
Guidewire Software
GWRE
$14.5B
| $3.98M | 0.45% |
26,642
-9,283
|
|
||
75
Canadian National Railway
CNI
$72.4B
| $3.97M | 0.45% |
38,601
-13,436
|
|