MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.69B
This Quarter Return
-1.77%
1 Year Return
+10.55%
3 Year Return
+42.16%
5 Year Return
+149.29%
10 Year Return
+321.01%
AUM
$1.69B
AUM Growth
-$247M
Cap. Flow
-$187M
Cap. Flow %
-11.06%
Top 10 Hldgs %
30.87%
Holding
137
New
4
Increased
9
Reduced
110
Closed
12

Top Buys

1
$18.8M
2
$18.2M
3
$12.4M
4
$9.5M
5
$9.07M

Top Sells

1
$18.4M
2
$14.4M
3
$13.1M
4
$11.2M
5
$11.1M

Sector Composition

1Technology16.41%
2Consumer Discretionary13.18%
3Financials12.5%
4Communication Services10.91%
5Healthcare10.31%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$7.41M0.44%
+33,078
 New
+$7.41M
$7.36M0.44% 13,022
-1,188
-8%
-$672K
$7.07M0.42% 80,280
-7,019
-8%
-$618K
$7.03M0.42% 263,859
+117,674
+81%
+$3.14M
$7.01M0.41% 63,689
-56
-0.1%
-$6.16K
$6.88M0.41% 7,271
-1,116
-13%
-$1.06M
$6.85M0.41% 117,985
-10,418
-8%
-$605K
$6.77M0.4% 499,777
-32,976
-6%
-$446K
$6.74M0.4% 101,453
-14,127
-12%
-$939K
$6.6M0.39% 168,783
-9,686
-5%
-$379K
$6.53M0.39% 21,783
-1,948
-8%
-$584K
$6.44M0.38% 30,358
-6,230
-17%
-$1.32M
$6.4M0.38% 274,663
-23,013
-8%
-$536K
$6.24M0.37% 119,866
-6,162
-5%
-$321K
$6.24M0.37% 89,838
-12,297
-12%
-$854K
$6.22M0.37% 69,244
-7,569
-10%
-$680K
$6.19M0.37% 63,474
-4,041
-6%
-$394K
$6.11M0.36% 110,837
-10,507
-9%
-$579K
$5.99M0.35% 36,114
-5,473
-13%
-$909K
$5.82M0.34% 62,875
-771
-1%
-$71.3K
$5.76M0.34% 16,911
-1,167
-6%
-$397K
$5.42M0.32% 149,596
-4,239
-3%
-$153K
$5.41M0.32% 276,344
-31,579
-10%
-$619K
$4.95M0.29% 18,675
-2,235
-11%
-$593K
$4.43M0.26% 87,132
-13,475
-13%
-$685K
1 23456