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
$2.09B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$16.7M
3
+$15.2M
4
AON icon
Aon
AON
+$11.8M
5
TWLO icon
Twilio
TWLO
+$11M

Top Sells

1
+$23.5M
2
+$16.5M
3
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.8M
5
AAPL icon
Apple
AAPL
+$11.8M

Sector Composition

1 Technology 21.32%
2 Consumer Discretionary 14.21%
3 Financials 12.82%
4 Communication Services 9.09%
5 Real Estate 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.8M 0.61%
93,473
-1,873
52
$12.7M 0.6%
52,886
-806
53
$12.3M 0.59%
111,100
-2,065
54
$12.1M 0.58%
115,780
-54,864
55
$12.1M 0.58%
440,048
-6,784
56
$12M 0.57%
101,475
-1,557
57
$12M 0.57%
215,710
-127,070
58
$11.8M 0.56%
+36,239
59
$11.4M 0.54%
19,763
-518
60
$11.2M 0.54%
145,409
+45,463
61
$11.1M 0.53%
25,007
-392
62
$11M 0.52%
+66,490
63
$9.59M 0.46%
174,507
+2,280
64
$9.36M 0.45%
45,485
-709
65
$9.19M 0.44%
314,922
-4,993
66
$8.81M 0.42%
200,325
-206,065
67
$8.75M 0.42%
+29,513
68
$8.57M 0.41%
198,084
-3,003
69
$8.42M 0.4%
124,791
-542
70
$8.39M 0.4%
117,679
-1,829
71
$8.38M 0.4%
37,711
-490
72
$8.28M 0.4%
59,873
-891
73
$8.16M 0.39%
59,508
+23,769
74
$7.81M 0.37%
109,620
-2,290
75
$7.43M 0.35%
178,827
-3,397
1 2
3
4 5