MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$948M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.93M
3
+$2.9M
4
EMN icon
Eastman Chemical
EMN
+$2.86M
5
MELI icon
Mercado Libre
MELI
+$2.4M

Top Sells

1
+$9.6M
2
+$4.54M
3
+$4.45M
4
WYNN icon
Wynn Resorts
WYNN
+$3.07M
5
TUP
Tupperware Brands Corporation
TUP
+$2.54M

Sector Composition

1 Consumer Discretionary 22.72%
2 Communication Services 10.54%
3 Technology 9.65%
4 Financials 8.35%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.42M 0.57%
113,679
+621
52
$5.4M 0.57%
137,556
-98
53
$5.24M 0.55%
227,155
-5,183
54
$5.24M 0.55%
75,380
+55
55
$5.17M 0.55%
64,222
-1,889
56
$5.08M 0.54%
310,702
-7,125
57
$5.07M 0.53%
206,723
-3,739
58
$4.95M 0.52%
126,937
-2,860
59
$4.9M 0.52%
83,431
-1,884
60
$4.86M 0.51%
465,160
+18,136
61
$4.61M 0.49%
104,208
+6,045
62
$4.38M 0.46%
219,605
-6,651
63
$4.29M 0.45%
95,660
-3,400
64
$4.21M 0.44%
72,508
+885
65
$4.14M 0.44%
329,882
+3,764
66
$4.13M 0.44%
229,776
+2,400
67
$4.05M 0.43%
319,433
-9,874
68
$4.01M 0.42%
182,433
-5,566
69
$3.84M 0.41%
25,187
+772
70
$3.76M 0.4%
109,270
-2,061
71
$3.61M 0.38%
45,861
+411
72
$3.59M 0.38%
31,943
+239
73
$3.5M 0.37%
130,374
+99
74
$3.45M 0.36%
119,327
-3,691
75
$3.32M 0.35%
48,133
-1,576
1 2
3
4 5