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
$1.47B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.4M
3
+$11.6M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$11.5M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.83M

Top Sells

1
+$22M
2
+$20.8M
3
+$20.3M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$13.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.2M

Sector Composition

1 Technology 16.79%
2 Consumer Discretionary 12.42%
3 Healthcare 12.33%
4 Communication Services 11.7%
5 Financials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAM icon
51
Brookfield Asset Management
BAM
$85.7B
$10.5M 0.71%
184,349
-25,431
ICLR icon
52
Icon
ICLR
$14.1B
$10.1M 0.69%
57,949
-8,558
FN icon
53
Fabrinet
FN
$16.8B
$9.85M 0.67%
27,025
-16,518
HQY icon
54
HealthEquity
HQY
$8.18B
$9.6M 0.65%
101,315
-12,240
GWRE icon
55
Guidewire Software
GWRE
$16.5B
$9.59M 0.65%
41,722
-5,014
AMT icon
56
American Tower
AMT
$84.4B
$9.37M 0.64%
48,719
-7,847
NVDA icon
57
NVIDIA
NVDA
$4.28T
$9.31M 0.63%
49,872
-1,167
TYL icon
58
Tyler Technologies
TYL
$19.2B
$9.21M 0.62%
17,597
-2,123
EMN icon
59
Eastman Chemical
EMN
$7.29B
$9.16M 0.62%
145,203
+30,983
IEUR icon
60
iShares Core MSCI Europe ETF
IEUR
$6.95B
$9.11M 0.62%
133,705
-18,539
HRI icon
61
Herc Holdings
HRI
$5.1B
$8.99M 0.61%
77,024
+9,699
WAT icon
62
Waters Corp
WAT
$22.9B
$8.39M 0.57%
27,968
-3,369
WSO icon
63
Watsco Inc
WSO
$14B
$8.35M 0.57%
20,653
-2,458
AON icon
64
Aon
AON
$76.1B
$8.35M 0.57%
23,412
-3,078
BRBR icon
65
BellRing Brands
BRBR
$3.92B
$8.3M 0.56%
228,402
+50,680
QXO
66
QXO Inc
QXO
$14.4B
$7.69M 0.52%
403,679
-48,514
STAG icon
67
STAG Industrial
STAG
$7.01B
$7.68M 0.52%
217,673
-26,232
TSLA icon
68
Tesla
TSLA
$1.58T
$7.68M 0.52%
17,273
-150
TSM icon
69
TSMC
TSM
$1.49T
$7.54M 0.51%
26,999
-3,723
ALRM icon
70
Alarm.com
ALRM
$2.57B
$7.29M 0.49%
137,392
-16,886
GXO icon
71
GXO Logistics
GXO
$5.99B
$7.21M 0.49%
136,229
-16,300
HXL icon
72
Hexcel
HXL
$5.87B
$7.2M 0.49%
114,858
-13,593
RTO icon
73
Rentokil
RTO
$14.4B
$7.17M 0.49%
284,055
-43,222
QTWO icon
74
Q2 Holdings
QTWO
$4.56B
$7.17M 0.49%
98,987
-11,897
PAYX icon
75
Paychex
PAYX
$41.5B
$7.06M 0.48%
55,726
-9,725
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3
4 5