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
$1.66B
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$12.7M
3 +$11.9M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.29M
5
MYCF
SPDR SSGA My2026 Corporate Bond ETF
MYCF
+$7.44M

Top Sells

1 +$17M
2 +$16.7M
3 +$10.7M
4
META icon
Meta Platforms (Facebook)
META
+$9.18M
5
BKNG icon
Booking.com
BKNG
+$8.9M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 14.03%
3 Communication Services 12.55%
4 Financials 10.73%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RXO icon
76
RXO
RXO
$2.83B
$7.3M 0.44%
464,347
-54,042
HXL icon
77
Hexcel
HXL
$4.91B
$7.26M 0.44%
+128,451
CMCSA icon
78
Comcast
CMCSA
$109B
$7.22M 0.44%
202,412
-38,361
TSM icon
79
TSMC
TSM
$1.53T
$6.96M 0.42%
30,722
-5,392
SITE icon
80
SiteOne Landscape Supply
SITE
$5.35B
$6.77M 0.41%
+56,004
OKTA icon
81
Okta
OKTA
$15.4B
$6.64M 0.4%
66,442
-7,376
HDB icon
82
HDFC Bank
HDB
$188B
$6.64M 0.4%
86,613
-14,840
WST icon
83
West Pharmaceutical
WST
$19.5B
$6.45M 0.39%
29,467
-3,611
COST icon
84
Costco
COST
$415B
$6.33M 0.38%
6,397
-874
MORN icon
85
Morningstar
MORN
$9.05B
$6.18M 0.37%
19,701
-2,082
CLBT icon
86
Cellebrite
CLBT
$4.44B
$6.12M 0.37%
+382,299
BALL icon
87
Ball Corp
BALL
$13.2B
$6.07M 0.37%
108,246
-11,620
YUMC icon
88
Yum China
YUMC
$15.9B
$5.87M 0.35%
131,317
-22,360
CSL icon
89
Carlisle Companies
CSL
$13.8B
$5.6M 0.34%
15,009
-1,902
TSLA icon
90
Tesla
TSLA
$1.46T
$5.53M 0.33%
17,423
+13,836
UPS icon
91
United Parcel Service
UPS
$73.2B
$5.44M 0.33%
53,940
-9,749
TEAM icon
92
Atlassian
TEAM
$40B
$5.3M 0.32%
26,111
-4,247
TSCO icon
93
Tractor Supply
TSCO
$29.3B
$5.3M 0.32%
100,396
-10,441
NVO icon
94
Novo Nordisk
NVO
$242B
$5.29M 0.32%
76,618
-13,220
UFPT icon
95
UFP Technologies
UFPT
$1.51B
$5.19M 0.31%
+21,273
FSV icon
96
FirstService
FSV
$8.35B
$5.16M 0.31%
+29,570
MDT icon
97
Medtronic
MDT
$123B
$5.15M 0.31%
59,031
-10,213
BND icon
98
Vanguard Total Bond Market
BND
$138B
$4.95M 0.3%
67,239
-53,037
CME icon
99
CME Group
CME
$96.6B
$4.46M 0.27%
16,179
-2,496
VEA icon
100
Vanguard FTSE Developed Markets ETF
VEA
$178B
$3.96M 0.24%
69,429
-17,703