MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.29B
1-Year Est. Return
11.54%
This Fund
S&P 500
1 Year Est. Return
+11.54%
AUM
$1.29B
AUM Growth
-$185M
(-13%)
Holding
135
Top Buys
| 1 | +$14.1M | |
| 2 | +$12.1M | |
| 3 | +$8.69M | |
| 4 |
Penumbra
PEN
|
+$7.3M |
| 5 |
Frontdoor
FTDR
|
+$5.61M |
Top Sells
| 1 | +$23.4M | |
| 2 | +$11.3M | |
| 3 | +$11.1M | |
| 4 |
Eastman Chemical
EMN
|
+$9.16M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.63M |
Sector Composition
| 1 | Technology | 15.8% |
| 2 | Healthcare | 14.29% |
| 3 | Consumer Discretionary | 11.9% |
| 4 | Communication Services | 11.53% |
| 5 | Financials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
NVIDIA
NVDA
$4.43T
| $9.46M | 0.73% |
50,721
+849
|
|
||
52
Howard Hughes
HHH
$4.31B
| $9.45M | 0.73% |
118,423
-19,817
|
|
||
53
Waters Corp
WAT
$30.1B
| $9.2M | 0.71% |
24,208
-3,760
|
|
||
54
Goosehead Insurance
GSHD
$1.38B
| $9.02M | 0.7% |
122,473
+37,685
|
|
||
55
Icon
ICLR
$8.27B
| $8.38M | 0.65% |
45,967
-11,982
|
|
||
|
56
Penumbra
PEN
$13.4B
| $8.21M | 0.64% |
+26,415
|
|
||
57
Brookfield Asset Management
BAM
$76B
| $8.08M | 0.63% |
154,231
-30,118
|
|
||
58
HealthEquity
HQY
$6.66B
| $7.99M | 0.62% |
87,171
-14,144
|
|
||
59
iShares Core MSCI Europe ETF
IEUR
$7.53B
| $7.94M | 0.62% |
111,919
-21,786
|
|
||
60
Tesla
TSLA
$1.51T
| $7.84M | 0.61% |
17,422
+149
|
|
||
61
Hexcel
HXL
$7.19B
| $7.34M | 0.57% |
99,274
-15,584
|
|
||
62
Guidewire Software
GWRE
$12.7B
| $7.22M | 0.56% |
35,925
-5,797
|
|
||
63
Rentokil
RTO
$15.5B
| $7.12M | 0.55% |
241,718
-42,337
|
|
||
64
Aon
AON
$72.4B
| $7.01M | 0.54% |
19,857
-3,555
|
|
||
65
STAG Industrial
STAG
$7.59B
| $6.9M | 0.54% |
187,708
-29,965
|
|
||
66
TSMC
TSM
$1.91T
| $6.89M | 0.53% |
22,669
-4,330
|
|
||
67
Ultragenyx Pharmaceutical
RARE
$2.22B
| $6.84M | 0.53% |
297,486
-58,054
|
|
||
68
Tyler Technologies
TYL
$15.3B
| $6.83M | 0.53% |
15,048
-2,549
|
|
||
|
QXO
69
QXO Inc
QXO
$16.2B
| $6.71M | 0.52% |
347,861
-55,818
|
|
||
70
Vanguard Total Bond Market
BND
$151B
| $6.7M | 0.52% |
90,429
+28,394
|
|
||
71
American Tower
AMT
$89B
| $6.64M | 0.51% |
37,817
-10,902
|
|
||
72
Vanguard FTSE Developed Markets ETF
VEA
$216B
| $6.55M | 0.51% |
104,823
+37,980
|
|
||
73
Vanguard Mid-Cap ETF
VO
$96.3B
| $6.54M | 0.51% |
22,524
+9,667
|
|
||
74
Q2 Holdings
QTWO
$3.14B
| $6.15M | 0.48% |
85,199
-13,788
|
|
||
75
GXO Logistics
GXO
$7.25B
| $6.14M | 0.48% |
116,604
-19,625
|
|