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
$1.66B
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$12.7M
3 +$11.9M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.29M
5
MYCF
SPDR SSGA My2026 Corporate Bond ETF
MYCF
+$7.44M

Top Sells

1 +$17M
2 +$16.7M
3 +$10.7M
4
META icon
Meta Platforms (Facebook)
META
+$9.18M
5
BKNG icon
Booking.com
BKNG
+$8.9M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 14.03%
3 Communication Services 12.55%
4 Financials 10.73%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HHH icon
51
Howard Hughes
HHH
$4.74B
$10.4M 0.63%
154,586
-17,984
QTWO icon
52
Q2 Holdings
QTWO
$3.74B
$10.4M 0.63%
110,884
-11,715
BRBR icon
53
BellRing Brands
BRBR
$4.16B
$10.3M 0.62%
177,722
+25,503
WSO icon
54
Watsco Inc
WSO
$15B
$10.2M 0.62%
23,111
-2,689
IEUR icon
55
iShares Core MSCI Europe ETF
IEUR
$6.81B
$10.1M 0.61%
152,244
-61,308
GSHD icon
56
Goosehead Insurance
GSHD
$1.7B
$10M 0.6%
94,985
-9,926
RARE icon
57
Ultragenyx Pharmaceutical
RARE
$3.14B
$10M 0.6%
275,082
+125,486
QXO
58
QXO Inc
QXO
$12.8B
$9.74M 0.59%
452,193
-47,584
TMO icon
59
Thermo Fisher Scientific
TMO
$204B
$9.7M 0.59%
23,914
-2,955
ICLR icon
60
Icon
ICLR
$14.4B
$9.67M 0.58%
66,507
+7,778
PAYX icon
61
Paychex
PAYX
$45.5B
$9.52M 0.57%
65,451
-10,373
SBAC icon
62
SBA Communications
SBAC
$21.1B
$9.47M 0.57%
40,304
-4,228
AON icon
63
Aon
AON
$74.7B
$9.45M 0.57%
26,490
-4,434
CROX icon
64
Crocs
CROX
$4.53B
$9.37M 0.57%
92,509
-9,469
FAST icon
65
Fastenal
FAST
$48.7B
$9.31M 0.56%
221,652
-36,210
HRI icon
66
Herc Holdings
HRI
$4.16B
$8.87M 0.53%
67,325
-6,967
STAG icon
67
STAG Industrial
STAG
$7.13B
$8.85M 0.53%
243,905
-25,704
ALRM icon
68
Alarm.com
ALRM
$2.48B
$8.73M 0.53%
154,278
-72,857
EMN icon
69
Eastman Chemical
EMN
$7.04B
$8.53M 0.51%
114,220
+33,940
WCN icon
70
Waste Connections
WCN
$44.5B
$8.23M 0.5%
44,094
-7,577
NVDA icon
71
NVIDIA
NVDA
$4.46T
$8.06M 0.49%
51,039
+35,162
RTO icon
72
Rentokil
RTO
$13.5B
$7.85M 0.47%
327,277
-53,831
CNI icon
73
Canadian National Railway
CNI
$59.7B
$7.75M 0.47%
74,527
+11,053
MYCF
74
SPDR SSGA My2026 Corporate Bond ETF
MYCF
$38.9M
$7.44M 0.45%
+296,563
GXO icon
75
GXO Logistics
GXO
$6.32B
$7.43M 0.45%
152,529
-16,254