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
$1.56B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.7M
3
+$9.38M
4
ALRM icon
Alarm.com
ALRM
+$6.58M
5
LASR icon
nLIGHT
LASR
+$5.73M

Top Sells

1
+$9.11M
2
+$5.24M
3
+$4.91M
4
DORM icon
Dorman Products
DORM
+$3.16M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$2.12M

Sector Composition

1 Consumer Discretionary 16.76%
2 Technology 16.15%
3 Healthcare 12.57%
4 Financials 7.88%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.96M 0.38%
169,903
+6,007
77
$5.73M 0.37%
+258,122
78
$5.73M 0.37%
236,194
+10,310
79
$5.7M 0.37%
234,497
+10,236
80
$5.58M 0.36%
83,110
+1,438
81
$5.57M 0.36%
84,610
+1,144
82
$5.57M 0.36%
49,760
+842
83
$5.4M 0.35%
482,665
+288,489
84
$4.93M 0.32%
105,985
+1,835
85
$4.76M 0.3%
22,957
+310
86
$4.74M 0.3%
20,730
+620
87
$4.59M 0.29%
21,458
+435
88
$4.53M 0.29%
195,810
-7,110
89
$4.51M 0.29%
102,076
+11,102
90
$4.46M 0.29%
188,768
+6,555
91
$4.09M 0.26%
116,001
+2,267
92
$3.99M 0.26%
35,849
+427
93
$3.92M 0.25%
105,315
+3,682
94
$3.54M 0.23%
57,086
-2,174
95
$3.23M 0.21%
50,152
-1,820
96
$2.76M 0.18%
75,777
+1,285
97
$2.67M 0.17%
125,281
+4,350
98
$2.16M 0.14%
15,309
+367
99
$1.86M 0.12%
23,646
-3,840
100
$1.79M 0.11%
24,277
-116
2 3
4
5 6