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
$1.99B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.6M
3
+$12.1M
4
TRU icon
TransUnion
TRU
+$10.8M
5
BRBR icon
BellRing Brands
BRBR
+$10.3M

Top Sells

1
+$35.9M
2
+$9.21M
3
+$7.23M
4
AXON icon
Axon Enterprise
AXON
+$6.75M
5
TSM icon
TSMC
TSM
+$6.63M

Sector Composition

1 Technology 14.77%
2 Consumer Discretionary 13.79%
3 Healthcare 12%
4 Communication Services 11.23%
5 Financials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.2M 0.71%
9,047
-30
52
$14M 0.7%
255,765
-3,837
53
$13.7M 0.69%
484,049
-8,271
54
$13.4M 0.67%
38,700
-3,685
55
$13.4M 0.67%
112,434
-11,430
56
$13.2M 0.66%
82,863
+17,315
57
$12.6M 0.63%
+44,959
58
$12.5M 0.63%
186,971
-8,964
59
$12.1M 0.6%
142,624
-2,155
60
$12M 0.6%
49,926
-588
61
$12M 0.6%
108,866
-1,616
62
$11.8M 0.59%
303,003
-5,111
63
$11.8M 0.59%
474,333
-42,788
64
$11.6M 0.58%
86,603
-1,902
65
$11.6M 0.58%
64,632
-6,593
66
$11.6M 0.58%
141,135
-2,274
67
$11M 0.55%
138,235
-2,232
68
$10.8M 0.54%
+102,710
69
$10.7M 0.54%
299,660
-6,536
70
$10.6M 0.53%
57,864
-910
71
$10.3M 0.51%
+168,992
72
$10.1M 0.51%
90,457
-1,498
73
$9.87M 0.5%
189,475
-3,172
74
$9.75M 0.49%
71,500
-1,596
75
$9.33M 0.47%
168,015
-2,385
1 2
3
4 5