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
$1.38B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.88M
3
+$3.84M
4
JBTM
JBT Marel
JBTM
+$3.62M
5
CDLX icon
Cardlytics
CDLX
+$3.56M

Top Sells

1
+$9.47M
2
+$8.06M
3
+$6.13M
4
GLW icon
Corning
GLW
+$4.3M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$3.98M

Sector Composition

1 Technology 19.62%
2 Consumer Discretionary 15.81%
3 Communication Services 10.15%
4 Financials 8.99%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.52M 0.33%
107,145
-5,373
77
$4.51M 0.33%
59,288
-3,332
78
$4.17M 0.3%
+53,763
79
$3.56M 0.26%
+101,826
80
$3.44M 0.25%
334,164
-10,773
81
$3.42M 0.25%
61,838
-3,557
82
$3.41M 0.25%
77,337
-2,467
83
$3.35M 0.24%
+60,715
84
$3.32M 0.24%
192,572
-7,020
85
$3.22M 0.23%
51,099
+2,675
86
$3.09M 0.22%
32,006
+16,480
87
$2.92M 0.21%
278,631
-12,566
88
$2.86M 0.21%
12,067
-3,902
89
$2.41M 0.17%
33,412
+1,479
90
$2.09M 0.15%
491,466
-271
91
$1.8M 0.13%
20,417
+904
92
$1.79M 0.13%
302,782
-15,514
93
$1.71M 0.12%
20,011
-5,127
94
$1.62M 0.12%
127,811
-4,130
95
$1.61M 0.12%
42,399
+1,881
96
$1.58M 0.11%
9,135
+379
97
$1.55M 0.11%
16,546
+4,299
98
$1.5M 0.11%
110,921
-3,365
99
$1.44M 0.1%
13,119
+597
100
$1.44M 0.1%
22,916
+889
1 2 3
4
5