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
$1.73B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$14.1M
3
+$10.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.09M
5
BND icon
Vanguard Total Bond Market
BND
+$3.26M

Top Sells

1
+$34.9M
2
+$2.98M
3
+$2.45M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.24M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.98M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 13.67%
3 Financials 12.21%
4 Communication Services 9.65%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.6%
141,235
+18,278
52
$10.2M 0.59%
50,452
-963
53
$10.1M 0.59%
75,380
+6,904
54
$10M 0.58%
309,476
-592
55
$9.89M 0.57%
230,033
-806
56
$9.52M 0.55%
24,628
-145
57
$9.09M 0.53%
138,754
-2,593
58
$9.01M 0.52%
113,580
-396
59
$9.01M 0.52%
162,085
+14,601
60
$8.91M 0.52%
351,338
+12,630
61
$8.86M 0.51%
108,959
-3,484
62
$8.74M 0.51%
148,088
+695
63
$8.64M 0.5%
314,816
+7,014
64
$8.31M 0.48%
76,760
+424
65
$8.24M 0.48%
44,801
-167
66
$8.16M 0.47%
29,834
+2,592
67
$8.04M 0.47%
68,866
-193
68
$7.88M 0.46%
15,358
+560
69
$7.41M 0.43%
229,948
-457
70
$7.41M 0.43%
78,271
-296
71
$7.36M 0.43%
181,155
+5
72
$7.34M 0.42%
99,096
-232
73
$7.32M 0.42%
52,004
-206
74
$7.03M 0.41%
242,619
-358
75
$6.99M 0.4%
70,103
+2,299
1 2
3
4 5