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
$2.3B
AUM Growth
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$3.35M
3
+$551K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$167K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$160K

Top Sells

1
+$8.89M
2
+$7.07M
3
+$6.47M
4
TEAM icon
Atlassian
TEAM
+$4.9M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$3.65M

Sector Composition

1 Technology 20.19%
2 Consumer Discretionary 15.16%
3 Communication Services 12.16%
4 Financials 11.14%
5 Healthcare 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.5M 0.63%
53,692
-1,010
52
$14.2M 0.62%
47,527
-56
53
$13.7M 0.59%
25,399
-457
54
$13M 0.57%
95,346
+593
55
$11.7M 0.51%
113,165
-1,710
56
$11.5M 0.5%
20,281
-31
57
$11.4M 0.5%
172,227
-9,206
58
$11.1M 0.49%
319,915
-5,803
59
$11.1M 0.49%
9,032
-15
60
$11.1M 0.48%
71,151
-1,276
61
$11.1M 0.48%
60,764
-1,123
62
$11M 0.48%
38,201
-793
63
$10.9M 0.47%
46,194
-831
64
$10.9M 0.47%
119,508
-2,154
65
$10.6M 0.46%
158,124
-7,873
66
$10.2M 0.45%
446,832
-7,216
67
$9.68M 0.42%
74,974
-1,572
68
$9.25M 0.4%
201,087
-3,707
69
$9.08M 0.4%
182,224
-2,721
70
$8.95M 0.39%
21,566
-383
71
$8.71M 0.38%
111,910
-1,426
72
$8.35M 0.36%
80,447
-1,709
73
$7.78M 0.34%
203,762
-1,698
74
$7.77M 0.34%
99,946
-2,027
75
$7.76M 0.34%
56,927
-471
1 2
3
4 5