MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.77M
3
+$2.69M
4
ANSS
Ansys
ANSS
+$2.66M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M

Top Sells

1
+$8.77M
2
+$4.18M
3
+$4.14M
4
BR icon
Broadridge
BR
+$3.71M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.48M

Sector Composition

1 Technology 19.5%
2 Consumer Discretionary 13.66%
3 Financials 10.81%
4 Communication Services 7.66%
5 Real Estate 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.94M 0.32%
104,320
-1,753
77
$4.87M 0.32%
189,677
-2,799
78
$4.6M 0.3%
149,006
-4,734
79
$4.33M 0.28%
59,413
-94
80
$4.3M 0.28%
328,961
-4,504
81
$4.11M 0.27%
117,099
+38
82
$3.91M 0.26%
108,845
-2,086
83
$3.5M 0.23%
10,675
+5,133
84
$3.42M 0.22%
75,851
-1,226
85
$2.99M 0.2%
368,161
-15,393
86
$2.72M 0.18%
289,342
+123,181
87
$2.71M 0.18%
21,448
+510
88
$2.69M 0.18%
88,063
-103
89
$2.69M 0.18%
+37,787
90
$2.66M 0.17%
+12,004
91
$2.49M 0.16%
263,780
-313
92
$2.37M 0.16%
15,687
-2,086
93
$2.32M 0.15%
56,018
+58
94
$2.31M 0.15%
64,896
+147
95
$2.3M 0.15%
53,130
+1,230
96
$2.25M 0.15%
32,563
+778
97
$2.23M 0.15%
31,263
+15,271
98
$2.23M 0.15%
46,287
+20,468
99
$1.93M 0.13%
10,902
+245
100
$1.91M 0.12%
47,465
+1,060
1 2 3
4
5