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
$842M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.52M
3
+$2.98M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$2.51M
5
SYT
Syngenta Ag
SYT
+$2.17M

Top Sells

1
+$4.03M
2
+$3.75M
3
+$3.65M
4
GEOS icon
Geospace Technologies
GEOS
+$2.52M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.07M

Sector Composition

1 Consumer Discretionary 23.04%
2 Communication Services 12.87%
3 Technology 8.86%
4 Healthcare 6.37%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.04M 0.36%
209,388
+18,326
77
$3.02M 0.36%
60,899
+12,067
78
$2.99M 0.35%
96,990
-3,956
79
$2.94M 0.35%
27,068
+4,357
80
$2.94M 0.35%
68,017
+7,174
81
$2.91M 0.35%
162,661
+15,768
82
$2.89M 0.34%
86,120
+8,348
83
$2.85M 0.34%
109,294
+5,574
84
$2.77M 0.33%
153,642
+10,469
85
$2.71M 0.32%
69,645
+14,234
86
$2.7M 0.32%
38,713
+4,180
87
$2.68M 0.32%
92,361
+25,936
88
$2.66M 0.32%
282,605
+127,444
89
$2.63M 0.31%
78,678
+2,260
90
$2.51M 0.3%
+21,255
91
$2.46M 0.29%
131,868
+13,447
92
$2.45M 0.29%
44,082
+1,185
93
$2.43M 0.29%
38,120
+3,579
94
$2.42M 0.29%
314,285
-84,203
95
$2.41M 0.29%
38,826
+3,938
96
$2.4M 0.28%
33,825
+3,321
97
$2.3M 0.27%
42,770
+4,352
98
$2.29M 0.27%
36,567
+1,461
99
$2.25M 0.27%
26,122
+10,554
100
$2.23M 0.27%
57,712
-2,514
2 3
4
5 6