MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.77M
3
+$2.69M
4
ANSS
Ansys
ANSS
+$2.66M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M

Top Sells

1
+$8.77M
2
+$4.18M
3
+$4.14M
4
BR icon
Broadridge
BR
+$3.71M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.48M

Sector Composition

1 Technology 19.5%
2 Consumer Discretionary 13.66%
3 Financials 10.81%
4 Communication Services 7.66%
5 Real Estate 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.8M 0.58%
309,537
+642
52
$8.7M 0.57%
101,109
+138
53
$8.66M 0.57%
24,927
+38
54
$8.48M 0.56%
61,380
+511
55
$8.38M 0.55%
124,693
+350
56
$8.25M 0.54%
24,574
+49
57
$8.05M 0.53%
170,086
-2,898
58
$7.97M 0.52%
52,760
+88
59
$7.82M 0.51%
113,035
-1,346
60
$7.59M 0.5%
115,124
+104
61
$7.47M 0.49%
313,284
+170
62
$7.25M 0.47%
181,579
-7,413
63
$7.12M 0.47%
37,528
+45
64
$7.08M 0.46%
69,819
+103
65
$7M 0.46%
21,206
+77
66
$6.88M 0.45%
298,900
-181,778
67
$6.77M 0.44%
73,771
+217
68
$6.68M 0.44%
41,358
+716
69
$6.52M 0.43%
114,725
-1,278
70
$6.12M 0.4%
+56,682
71
$5.99M 0.39%
144,498
+10
72
$5.59M 0.37%
59,221
+1,214
73
$5.54M 0.36%
79,169
+58
74
$5.23M 0.34%
197,717
+535
75
$5.11M 0.33%
36,421
+1,012
1 2
3
4 5