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
$2.3B
AUM Growth
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$3.35M
3
+$551K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$167K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$160K

Top Sells

1
+$8.89M
2
+$7.07M
3
+$6.47M
4
TEAM icon
Atlassian
TEAM
+$4.9M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$3.65M

Sector Composition

1 Technology 20.19%
2 Consumer Discretionary 15.16%
3 Communication Services 12.16%
4 Financials 11.14%
5 Healthcare 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.03M 0.31%
391,916
-20,564
77
$6.79M 0.3%
73,959
-1,754
78
$6.43M 0.28%
268,290
-6,812
79
$5.88M 0.26%
+18,186
80
$5.84M 0.25%
351,600
-4,381
81
$5.54M 0.24%
125,333
-3,674
82
$5.54M 0.24%
35,739
-294
83
$5.35M 0.23%
57,620
-2,136
84
$4.91M 0.21%
81,136
-1,224
85
$4.72M 0.21%
56,144
-1,948
86
$4.07M 0.18%
34,992
+1,008
87
$3.88M 0.17%
23,746
+515
88
$3.86M 0.17%
17,993
+389
89
$3.51M 0.15%
8,048
+1,263
90
$3.5M 0.15%
116,809
-1,630
91
$2.83M 0.12%
36,039
+779
92
$2.72M 0.12%
135,006
-1,347
93
$2.44M 0.11%
12,972
+280
94
$2.27M 0.1%
9,933
+212
95
$2.23M 0.1%
46,167
+963
96
$2.15M 0.09%
41,819
+3,112
97
$2.14M 0.09%
22,020
+475
98
$1.81M 0.08%
10,589
+228
99
$1.66M 0.07%
19,571
+1,691
100
$1.54M 0.07%
26,063
+562
1 2 3
4
5