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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$8.75M
3
+$7.46M
4
MA icon
Mastercard
MA
+$6.88M
5
AAPL icon
Apple
AAPL
+$5.79M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.48%
2 Communication Services 19.21%
3 Technology 15.44%
4 Financials 12.75%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$963K 0.56%
+18,014
52
$949K 0.56%
+10,080
53
$930K 0.54%
+16,631
54
$921K 0.54%
+8,235
55
$911K 0.53%
+17,841
56
$911K 0.53%
+61,896
57
$910K 0.53%
+13,719
58
$896K 0.52%
+18,638
59
$885K 0.52%
+12,850
60
$864K 0.51%
+5,751
61
$843K 0.49%
+5,744
62
$836K 0.49%
+19,904
63
$800K 0.47%
+26,578
64
$795K 0.47%
+14,524
65
$794K 0.47%
+39,380
66
$737K 0.43%
+8,872
67
$670K 0.39%
+8,243
68
$664K 0.39%
+8,927
69
$619K 0.36%
+36,868
70
$619K 0.36%
+17,165
71
$588K 0.34%
+24,003
72
$579K 0.34%
+12,464
73
$110K 0.06%
+20,000
74
– –
0
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