MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.69B
This Quarter Return
-1.77%
1 Year Return
+10.55%
3 Year Return
+42.16%
5 Year Return
+149.29%
10 Year Return
+321.01%
AUM
$1.69B
AUM Growth
-$247M
Cap. Flow
-$187M
Cap. Flow %
-11.06%
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
$14.4M
3
$13.1M
4
$11.2M
5
$11.1M

Sector Composition

1Technology16.41%
2Consumer Discretionary13.18%
3Financials12.5%
4Communication Services10.91%
5Healthcare10.31%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$11.7M0.69% 75,824
-7,360
-9%
-$1.14M
$11.3M0.67% 152,219
-12,492
-8%
-$930K
$11.1M0.66% 125,467
-11,262
-8%
-$995K
$10.8M0.64% 101,978
+46,124
+83%
+$4.9M
$10.3M0.61% 58,729
-5,309
-8%
-$929K
$10.1M0.6% 51,671
-7,177
-12%
-$1.4M
$10M0.59% 128,931
-14,933
-10%
-$1.16M
$9.98M0.59% 74,292
-6,084
-8%
-$817K
$9.9M0.59% 518,389
-50,757
-9%
-$969K
$9.81M0.58% 122,599
-11,349
-8%
-$908K
$9.8M0.58% 44,532
-2,938
-6%
-$646K
$9.74M0.58% 269,609
-21,421
-7%
-$774K
$9.68M0.57% 51,659
-4,356
-8%
-$816K
$9.5M0.56%
+48,103
 New
+$9.5M
$9.07M0.54%
+894,471
 New
+$9.07M
$8.98M0.53% 126,714
-10,134
-7%
-$718K
$8.88M0.53% 240,773
-36,504
-13%
-$1.35M
$8.83M0.52% 120,276
-16,213
-12%
-$1.19M
$8.73M0.52% 381,108
+16,288
+4%
+$373K
$8.6M0.51% 117,534
-76,890
-40%
-$5.63M
$8.13M0.48% 96,407
-8,196
-8%
-$691K
$8.05M0.48% 413,495
-943,693
-70%
-$18.4M
$8M0.47% 153,677
-20,564
-12%
-$1.07M
$7.77M0.46% 73,818
-6,108
-8%
-$643K
$7.54M0.45% 90,823
-7,525
-8%
-$625K
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