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
$1.44B
AUM Growth
-$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$9.26M
3
+$8.39M
4
TEAM icon
Atlassian
TEAM
+$7.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.26M

Top Sells

1
+$21.6M
2
+$16.6M
3
+$13.7M
4
PING
Ping Identity Holding Corp.
PING
+$12.3M
5
AXON icon
Axon Enterprise
AXON
+$9.61M

Sector Composition

1 Technology 17.82%
2 Consumer Discretionary 14.13%
3 Financials 11.51%
4 Real Estate 8.52%
5 Communication Services 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.2M 0.64%
20,168
+223
52
$9.15M 0.64%
100,196
-913
53
$9.04M 0.63%
165,414
-4,672
54
$8.76M 0.61%
45,121
-194
55
$8.47M 0.59%
310,519
-2,765
56
$8.39M 0.58%
+335,062
57
$8.35M 0.58%
52,403
-357
58
$8.26M 0.57%
37,170
-358
59
$8.18M 0.57%
63,080
+1,700
60
$7.97M 0.55%
24,746
-181
61
$7.65M 0.53%
124,165
-528
62
$7.55M 0.52%
110,597
-4,128
63
$7.46M 0.52%
42,957
+1,599
64
$7.3M 0.51%
308,786
+9,886
65
$7.08M 0.49%
173,160
-8,419
66
$7.04M 0.49%
+54,738
67
$6.66M 0.46%
141,416
-3,082
68
$6.53M 0.45%
21,064
-142
69
$6.39M 0.44%
69,069
-750
70
$5.94M 0.41%
78,712
-457
71
$5.7M 0.4%
100,952
-3,368
72
$5.64M 0.39%
105,595
-3,250
73
$5.6M 0.39%
183,812
-5,865
74
$5.59M 0.39%
24,286
-288
75
$5.45M 0.38%
37,473
+1,052
1 2
3
4 5