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
$625M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$5.3M
3
+$5.22M
4
LNKD
LinkedIn Corporation
LNKD
+$4.85M
5
SBUX icon
Starbucks
SBUX
+$4.45M

Top Sells

1
+$5.36M
2
+$3.77M
3
+$2.33M
4
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$2.15M
5
VMI icon
Valmont Industries
VMI
+$1.71M

Sector Composition

1 Consumer Discretionary 22.2%
2 Communication Services 13.91%
3 Technology 8.69%
4 Industrials 7.09%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.43M 0.39%
46,233
+18,032
77
$2.39M 0.38%
47,841
+29,962
78
$2.39M 0.38%
168,726
+94,359
79
$2.28M 0.37%
40,584
+13,614
80
$2.27M 0.36%
108,419
-41,197
81
$2.27M 0.36%
107,659
+36,488
82
$2.21M 0.35%
188,193
+62,960
83
$2.12M 0.34%
+126,397
84
$2.11M 0.34%
117,795
+37,637
85
$2.08M 0.33%
188,205
+59,490
86
$2.08M 0.33%
169,582
+53,298
87
$2.05M 0.33%
32,718
+4,956
88
$2.05M 0.33%
90,134
+28,837
89
$2.04M 0.33%
26,620
+8,872
90
$2.02M 0.32%
87,323
+38,732
91
$2.01M 0.32%
44,588
+14,165
92
$1.99M 0.32%
14,342
+4,429
93
$1.96M 0.31%
35,686
+11,956
94
$1.91M 0.31%
43,951
+3,653
95
$1.87M 0.3%
+47,600
96
$1.82M 0.29%
154,270
+74,467
97
$1.8M 0.29%
42,366
-8,197
98
$1.79M 0.29%
24,057
+7,550
99
$1.78M 0.29%
48,608
+16,352
100
$1.76M 0.28%
71,642
+24,155
2 3
4
5 6