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
$1.92B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.81M
3
+$5.8M
4
HQY icon
HealthEquity
HQY
+$4.36M
5
AXON icon
Axon Enterprise
AXON
+$3.67M

Top Sells

1
+$9.34M
2
+$7.04M
3
+$5.5M
4
VAR
Varian Medical Systems, Inc.
VAR
+$4.1M
5
LCII icon
LCI Industries
LCII
+$2.7M

Sector Composition

1 Technology 21.85%
2 Consumer Discretionary 18.26%
3 Communication Services 10.55%
4 Financials 10.1%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.69M 0.35%
284,918
+4,330
77
$6.47M 0.34%
50,822
+25,262
78
$6.25M 0.32%
63,264
+1,013
79
$5.8M 0.3%
+55,852
80
$5.09M 0.26%
199,987
+8,103
81
$4.33M 0.23%
59,884
+3,257
82
$4.33M 0.23%
80,320
+3,262
83
$4.21M 0.22%
346,626
+14,051
84
$4.18M 0.22%
33,724
+1,432
85
$4.13M 0.21%
71,400
+3,885
86
$3.89M 0.2%
22,609
-23,854
87
$3.35M 0.17%
10,872
-2,387
88
$2.73M 0.14%
16,357
+694
89
$2.59M 0.13%
32,760
+1,335
90
$2.32M 0.12%
132,737
+5,381
91
$1.98M 0.1%
42,534
+1,650
92
$1.94M 0.1%
20,018
+849
93
$1.8M 0.09%
12,941
+640
94
$1.79M 0.09%
115,250
+4,680
95
$1.71M 0.09%
11,961
+670
96
$1.69M 0.09%
19,204
-606
97
$1.51M 0.08%
9,039
+371
98
$1.45M 0.08%
9,709
+472
99
$1.24M 0.06%
25,069
+2,380
100
$1.14M 0.06%
27,046
+1,147
1 2 3
4
5