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
$2.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Sells

1 +$43.5M
2 +$23M
3 +$11.5M
4
EMN icon
Eastman Chemical
EMN
+$10.2M
5
MA icon
Mastercard
MA
+$7.55M

Sector Composition

1 Technology 19.49%
2 Consumer Discretionary 16.39%
3 Financials 12.49%
4 Communication Services 11.85%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$8.13M 0.34%
22,380
-199
77
$7.18M 0.3%
+174,313
78
$7.03M 0.3%
206,799
+869
79
$6.9M 0.29%
57,769
+238
80
$6.34M 0.27%
36,065
+23
81
$5.97M 0.25%
82,939
+281
82
$5.65M 0.24%
59,271
-441
83
$5.55M 0.23%
60,485
-536
84
$5.51M 0.23%
358,474
+1,714
85
$4.66M 0.2%
59,605
-864
86
$4.04M 0.17%
71,073
-1,029
87
$3.98M 0.17%
33,976
+25,153
88
$3.81M 0.16%
119,120
+518
89
$3.49M 0.15%
16,773
+755
90
$3M 0.13%
137,241
+577
91
$2.99M 0.13%
22,133
+9,576
92
$2.77M 0.12%
7,039
-7
93
$2.47M 0.1%
33,596
+1,523
94
$2.47M 0.1%
+107,867
95
$2.32M 0.1%
12,072
+510
96
$2.02M 0.09%
43,047
+1,914
97
$1.97M 0.08%
9,252
+364
98
$1.82M 0.08%
20,492
+925
99
$1.63M 0.07%
9,880
+401
100
$1.58M 0.07%
27,687
+1,250