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
$1.92B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.81M
3
+$5.8M
4
HQY icon
HealthEquity
HQY
+$4.36M
5
AXON icon
Axon Enterprise
AXON
+$3.67M

Top Sells

1
+$9.34M
2
+$7.04M
3
+$5.5M
4
VAR
Varian Medical Systems, Inc.
VAR
+$4.1M
5
LCII icon
LCI Industries
LCII
+$2.7M

Sector Composition

1 Technology 21.85%
2 Consumer Discretionary 18.26%
3 Communication Services 10.55%
4 Financials 10.1%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.5M 0.6%
141,632
+5,682
52
$10.6M 0.55%
63,383
+2,705
53
$10.5M 0.54%
13,777
+587
54
$9.99M 0.52%
327,719
+4,891
55
$9.85M 0.51%
107,223
+1,677
56
$9.53M 0.5%
179,986
+7,294
57
$9.46M 0.49%
89,009
-25,357
58
$9.45M 0.49%
44,382
+1,902
59
$9.21M 0.48%
26,427
+419
60
$8.93M 0.46%
37,101
+566
61
$8.58M 0.45%
333,209
+4,968
62
$8.19M 0.43%
8,410
+363
63
$8M 0.42%
84,018
-18,296
64
$7.87M 0.41%
173,894
+2,852
65
$7.85M 0.41%
60,632
+915
66
$7.8M 0.41%
40,155
+649
67
$7.76M 0.4%
48,068
-10,875
68
$7.56M 0.39%
79,076
+1,215
69
$7.42M 0.39%
76,506
+1,096
70
$7.22M 0.38%
92,371
-90,111
71
$7.21M 0.37%
110,333
+4,473
72
$7.05M 0.37%
88,410
+3,755
73
$7M 0.36%
22,470
-5,610
74
$6.76M 0.35%
131,612
+84,969
75
$6.76M 0.35%
19,038
+792
1 2
3
4 5