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
$1.94B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$20M
3
+$17.6M
4
DHR icon
Danaher
DHR
+$14.5M
5
TOST icon
Toast
TOST
+$11.8M

Top Sells

1
+$55.6M
2
+$28.9M
3
+$21.5M
4
MBB icon
iShares MBS ETF
MBB
+$13M
5
COST icon
Costco
COST
+$8.55M

Sector Composition

1 Technology 16.51%
2 Consumer Discretionary 13.67%
3 Communication Services 11.18%
4 Healthcare 11.06%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12M 0.62%
91,106
-435
52
$11.9M 0.61%
129,895
-1,942
53
$11.8M 0.61%
+472,003
54
$11.7M 0.6%
303,100
-1,374
55
$11.7M 0.6%
249,207
-1,916
56
$11.4M 0.59%
296,384
-4,479
57
$11.2M 0.58%
137,789
-1,791
58
$10.9M 0.56%
301,771
-4,234
59
$10.8M 0.56%
106,310
-618
60
$10.8M 0.56%
87,662
-615
61
$10.5M 0.54%
100,738
-181
62
$10.5M 0.54%
+48,592
63
$10.3M 0.53%
+191,614
64
$10.2M 0.53%
97,334
-1,126
65
$10.2M 0.53%
23,950
-340
66
$9.96M 0.51%
185,177
+779
67
$9.42M 0.49%
48,279
-452
68
$9.42M 0.49%
73,071
+2,169
69
$9.33M 0.48%
178,155
-305
70
$9.12M 0.47%
142,742
-452
71
$8.86M 0.46%
88,431
+22,759
72
$8.84M 0.46%
27,134
+51
73
$8.27M 0.43%
14,747
-3
74
$8.16M 0.42%
291,456
-800
75
$7.66M 0.4%
164,076
-159
1 2
3
4 5