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
$1.38B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.88M
3
+$3.84M
4
JBTM
JBT Marel
JBTM
+$3.62M
5
CDLX icon
Cardlytics
CDLX
+$3.56M

Top Sells

1
+$9.47M
2
+$8.06M
3
+$6.13M
4
GLW icon
Corning
GLW
+$4.3M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$3.98M

Sector Composition

1 Technology 19.62%
2 Consumer Discretionary 15.81%
3 Communication Services 10.15%
4 Financials 8.99%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.26M 0.6%
528,752
+27,472
52
$8.19M 0.59%
13,117
+686
53
$8.02M 0.58%
475,354
-27,248
54
$7.89M 0.57%
118,104
-6,441
55
$7.81M 0.56%
77,320
-4,431
56
$7.78M 0.56%
104,792
+48,787
57
$7.7M 0.56%
232,969
-8,491
58
$7.69M 0.56%
42,059
+2,365
59
$7.66M 0.55%
340,335
+148,803
60
$7.66M 0.55%
25,828
-1,461
61
$7.54M 0.54%
340,131
-18,701
62
$7.39M 0.53%
173,308
-6,382
63
$7.32M 0.53%
7,883
+3,472
64
$6.52M 0.47%
136,409
-51,209
65
$6.33M 0.46%
39,249
-2,111
66
$6.33M 0.46%
172,244
-9,270
67
$5.63M 0.41%
27,874
-12,740
68
$5.63M 0.41%
181,388
-10,005
69
$5.6M 0.4%
79,328
-4,282
70
$5.48M 0.4%
36,280
-2,075
71
$5.17M 0.37%
58,533
-23,568
72
$5.07M 0.37%
17,778
+935
73
$4.99M 0.36%
106,239
-3,870
74
$4.74M 0.34%
46,142
-2,641
75
$4.63M 0.33%
65,394
+4,965
1 2
3
4 5