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
$948M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.93M
3
+$2.9M
4
EMN icon
Eastman Chemical
EMN
+$2.86M
5
MELI icon
Mercado Libre
MELI
+$2.4M

Top Sells

1
+$9.6M
2
+$4.54M
3
+$4.45M
4
WYNN icon
Wynn Resorts
WYNN
+$3.07M
5
TUP
Tupperware Brands Corporation
TUP
+$2.54M

Sector Composition

1 Consumer Discretionary 22.72%
2 Communication Services 10.54%
3 Technology 9.65%
4 Financials 8.35%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.3M 0.35%
37,772
-1,297
77
$3.29M 0.35%
20,272
+5,343
78
$3.27M 0.35%
136,213
-2,170
79
$3.23M 0.34%
91,671
+65
80
$3.21M 0.34%
+31,432
81
$3.1M 0.33%
64,794
-1,272
82
$3.1M 0.33%
84,411
+1,604
83
$3.06M 0.32%
43,414
-1,452
84
$3.06M 0.32%
26,870
-927
85
$2.99M 0.32%
158,203
-4,848
86
$2.99M 0.32%
76,060
-2,406
87
$2.96M 0.31%
131,307
+1,566
88
$2.95M 0.31%
299,730
-20
89
$2.93M 0.31%
+104,106
90
$2.9M 0.31%
+26,209
91
$2.86M 0.3%
+42,242
92
$2.82M 0.3%
312,501
-9,429
93
$2.82M 0.3%
32,197
-47
94
$2.81M 0.3%
74,303
+4,346
95
$2.71M 0.29%
376,574
+4,586
96
$2.62M 0.28%
265,697
+1,424
97
$2.58M 0.27%
18,283
-318
98
$2.55M 0.27%
42,574
-1,460
99
$2.55M 0.27%
152,701
-3,499
100
$2.46M 0.26%
129,536
-3,984
2 3
4
5 6