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
$1.56B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.7M
3
+$9.38M
4
ALRM icon
Alarm.com
ALRM
+$6.58M
5
LASR icon
nLIGHT
LASR
+$5.73M

Top Sells

1
+$9.11M
2
+$5.24M
3
+$4.91M
4
DORM icon
Dorman Products
DORM
+$3.16M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$2.12M

Sector Composition

1 Consumer Discretionary 16.76%
2 Technology 16.15%
3 Healthcare 12.57%
4 Financials 7.88%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.24M 0.59%
79,009
+245
52
$9.2M 0.59%
365,980
+15,462
53
$9.06M 0.58%
204,819
+21,818
54
$8.84M 0.57%
124,541
+2,215
55
$8.67M 0.55%
315,215
+5,334
56
$8.41M 0.54%
322,651
+5,461
57
$8.15M 0.52%
21,787
-59
58
$7.83M 0.5%
177,376
+6,092
59
$7.77M 0.5%
165,182
+5,736
60
$7.75M 0.5%
6,525
+74
61
$7.7M 0.49%
59,505
+321
62
$7.51M 0.48%
277,162
+4,827
63
$7.49M 0.48%
317,598
+10,726
64
$7.18M 0.46%
120,931
+2,048
65
$7.11M 0.45%
104,136
+3,615
66
$6.69M 0.43%
541,440
+18,796
67
$6.65M 0.43%
75,916
+13,298
68
$6.63M 0.42%
108,920
+3,715
69
$6.6M 0.42%
56,974
+1,981
70
$6.58M 0.42%
+114,571
71
$6.57M 0.42%
453,212
-6,132
72
$6.4M 0.41%
82,978
+174
73
$6.38M 0.41%
65,190
+1,104
74
$6.31M 0.4%
26,861
+397
75
$6.28M 0.4%
54,873
+406
1 2
3
4 5