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
$1.3B
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.85M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.86M
5
XPO icon
XPO
XPO
+$2.33M

Top Sells

1
+$34.4M
2
+$10.7M
3
+$9.2M
4
ANCX
Access National Corp
ANCX
+$7.51M
5
DIS icon
Walt Disney
DIS
+$7.21M

Sector Composition

1 Consumer Discretionary 17.08%
2 Technology 15.44%
3 Healthcare 11.39%
4 Financials 8.48%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.64M 0.35%
23,855
+898
77
$4.56M 0.35%
198,585
+2,775
78
$4.35M 0.33%
108,251
+2,266
79
$4.04M 0.31%
111,878
+2,958
80
$4M 0.31%
36,872
+1,023
81
$3.96M 0.3%
493,674
+11,009
82
$3.9M 0.3%
558,217
+16,777
83
$3.86M 0.29%
+16,813
84
$3.7M 0.28%
194,681
+5,913
85
$3.7M 0.28%
122,357
+6,356
86
$3.54M 0.27%
84,863
+1,753
87
$3.5M 0.27%
58,634
+1,660
88
$3.42M 0.26%
21,582
+852
89
$3.16M 0.24%
100,496
-1,580
90
$2.95M 0.22%
109,063
+3,748
91
$2.64M 0.2%
50,414
+262
92
$2.54M 0.19%
129,395
+4,114
93
$2.2M 0.17%
77,684
+1,907
94
$2.03M 0.16%
16,056
+747
95
$1.81M 0.14%
22,871
-775
96
$1.78M 0.14%
24,880
-303
97
$1.56M 0.12%
23,987
-290
98
$1.45M 0.11%
13,223
-65,786
99
$1.29M 0.1%
6,843
-72
100
$1.2M 0.09%
20,545
-249
2 3
4
5 6