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
$842M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.52M
3
+$2.98M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$2.51M
5
SYT
Syngenta Ag
SYT
+$2.17M

Top Sells

1
+$4.03M
2
+$3.75M
3
+$3.65M
4
GEOS icon
Geospace Technologies
GEOS
+$2.52M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.07M

Sector Composition

1 Consumer Discretionary 23.04%
2 Communication Services 12.87%
3 Technology 8.86%
4 Healthcare 6.37%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.9M 0.58%
134,062
+3,970
52
$4.87M 0.58%
42,615
+1,622
53
$4.82M 0.57%
88,685
+2,781
54
$4.58M 0.54%
57,240
+6,029
55
$4.49M 0.53%
111,795
+7,590
56
$4.43M 0.53%
72,687
+7,606
57
$4.22M 0.5%
75,538
+21,492
58
$4.19M 0.5%
410,260
+14,672
59
$3.96M 0.47%
110,622
+11,488
60
$3.93M 0.47%
127,694
-19,778
61
$3.8M 0.45%
270,919
+28,175
62
$3.76M 0.45%
23,306
+693
63
$3.74M 0.44%
106,180
+23,322
64
$3.66M 0.43%
65,108
+6,828
65
$3.59M 0.43%
198,090
+45,638
66
$3.58M 0.42%
76,496
+7,746
67
$3.51M 0.42%
73,479
+7,576
68
$3.41M 0.4%
29,803
+1,009
69
$3.41M 0.4%
149,780
+13,845
70
$3.28M 0.39%
177,903
+67,278
71
$3.26M 0.39%
67,888
+7,165
72
$3.16M 0.38%
139,979
+14,231
73
$3.13M 0.37%
90,082
+3,006
74
$3.11M 0.37%
115,277
+12,153
75
$3.11M 0.37%
187,190
+16,662
1 2
3
4 5