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
$2.09B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$16.7M
3
+$15.2M
4
AON icon
Aon
AON
+$11.8M
5
TWLO icon
Twilio
TWLO
+$11M

Top Sells

1
+$23.5M
2
+$16.5M
3
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.8M
5
AAPL icon
Apple
AAPL
+$11.8M

Sector Composition

1 Technology 21.32%
2 Consumer Discretionary 14.21%
3 Financials 12.82%
4 Communication Services 9.09%
5 Real Estate 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.36M 0.35%
73,991
-983
77
$7.35M 0.35%
21,231
-335
78
$7.27M 0.35%
70,061
-1,090
79
$7.07M 0.34%
401,444
+9,528
80
$6.98M 0.33%
159,876
+1,752
81
$6.43M 0.31%
198,731
-5,031
82
$6.25M 0.3%
79,475
-972
83
$5.79M 0.28%
19,718
+1,532
84
$5.37M 0.26%
344,667
-6,933
85
$5.28M 0.25%
73,262
-697
86
$5.11M 0.24%
+65,071
87
$4.79M 0.23%
79,809
-1,327
88
$4.73M 0.23%
114,490
-2,319
89
$4.61M 0.22%
266,027
-2,263
90
$4.5M 0.22%
+88,492
91
$4.08M 0.2%
56,215
+71
92
$3.87M 0.18%
35,306
+314
93
$3.83M 0.18%
17,873
-120
94
$3.6M 0.17%
23,587
-159
95
$3.23M 0.15%
52,300
+22,623
96
$3.04M 0.15%
35,799
-240
97
$2.95M 0.14%
7,113
-935
98
$2.9M 0.14%
58,365
+12,198
99
$2.85M 0.14%
11,995
+2,062
100
$2.8M 0.13%
131,845
-3,161
1 2 3
4
5