MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.66B
This Quarter Return
+7.19%
1 Year Return
+20.71%
3 Year Return
+89.55%
5 Year Return
+107.94%
10 Year Return
+363.7%
AUM
$166M
AUM Growth
–
Cap. Flow
+$166M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.33%
Holding
77
New
75
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$9.36M |
| 2 |
Starbucks
SBUX
|
$8.75M |
| 3 |
LNKD
LinkedIn Corporation
LNKD
|
$7.47M |
| 4 |
Mastercard
MA
|
$6.88M |
| 5 |
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% |
