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
$1.96B
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.2M
3
+$13.2M
4
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$13.2M
5
DXCM icon
DexCom
DXCM
+$13M

Top Sells

1
+$38.8M
2
+$17M
3
+$10.2M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$8.84M
5
TSM icon
TSMC
TSM
+$7.4M

Sector Composition

1 Technology 16.23%
2 Consumer Discretionary 13.75%
3 Healthcare 13.02%
4 Communication Services 11.63%
5 Financials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.2M 0.67%
214,201
+4,088
52
$13M 0.66%
259,602
+10,395
53
$13M 0.66%
+115,081
54
$12.6M 0.64%
492,320
+20,317
55
$12.5M 0.64%
24,898
+948
56
$12.5M 0.64%
71,225
-2,926
57
$12.4M 0.63%
+42,385
58
$12.3M 0.63%
143,409
+5,620
59
$12.1M 0.61%
41,683
+719
60
$11.3M 0.58%
197,966
+93,214
61
$11.1M 0.56%
308,114
+11,730
62
$10.7M 0.55%
220,003
+76,188
63
$10.6M 0.54%
313,804
+12,033
64
$10.4M 0.53%
88,505
+843
65
$10.3M 0.53%
87,450
-3,656
66
$10.3M 0.52%
144,779
+2,037
67
$9.97M 0.51%
73,096
+31,623
68
$9.89M 0.5%
50,514
+1,922
69
$9.67M 0.49%
192,647
+7,470
70
$9.62M 0.49%
110,482
+4,172
71
$9.6M 0.49%
306,196
+3,096
72
$9.11M 0.46%
97,265
-3,473
73
$8.98M 0.46%
91,955
+3,524
74
$8.95M 0.46%
279,760
-11,696
75
$8.67M 0.44%
+65,548
1 2
3
4 5