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
$1.3B
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.85M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.86M
5
XPO icon
XPO
XPO
+$2.33M

Top Sells

1
+$34.4M
2
+$10.7M
3
+$9.2M
4
ANCX
Access National Corp
ANCX
+$7.51M
5
DIS icon
Walt Disney
DIS
+$7.21M

Sector Composition

1 Consumer Discretionary 17.08%
2 Technology 15.44%
3 Healthcare 11.39%
4 Financials 8.48%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.58M 0.58%
93,336
+2,974
52
$7.55M 0.57%
327,630
+10,032
53
$7.42M 0.57%
65,758
+1,819
54
$7.26M 0.55%
120,564
+2,726
55
$7.15M 0.54%
330,294
+7,643
56
$6.89M 0.53%
6,641
+116
57
$6.75M 0.51%
182,975
+5,599
58
$6.37M 0.49%
201,702
-3,117
59
$6.35M 0.48%
128,155
+3,614
60
$6.32M 0.48%
107,425
+3,289
61
$6.06M 0.46%
463,276
+10,064
62
$6.05M 0.46%
86,968
+2,358
63
$5.97M 0.45%
114,798
+2,757
64
$5.89M 0.45%
57,352
-2,153
65
$5.86M 0.45%
174,624
+4,721
66
$5.8M 0.44%
51,176
+1,416
67
$5.64M 0.43%
67,044
+1,854
68
$5.59M 0.43%
236,531
+337
69
$5.51M 0.42%
27,054
+193
70
$5.5M 0.42%
234,831
+334
71
$5.38M 0.41%
302,521
+44,399
72
$5.34M 0.41%
52,607
-2,266
73
$5.13M 0.39%
78,017
+2,101
74
$5.07M 0.39%
79,926
-3,052
75
$4.65M 0.35%
22,766
+1,308
1 2
3
4 5