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
$1.6B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$9.51M
3
+$5.54M
4
TSCO icon
Tractor Supply
TSCO
+$5.1M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.8M

Top Sells

1
+$16.5M
2
+$9.23M
3
+$8.18M
4
BKNG icon
Booking.com
BKNG
+$6.14M
5
SIVB
SVB Financial Group
SIVB
+$5.59M

Sector Composition

1 Technology 19.61%
2 Consumer Discretionary 15.22%
3 Financials 10.99%
4 Communication Services 8.91%
5 Real Estate 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.79M 0.36%
59,277
+730
77
$5.76M 0.36%
17,314
+5,283
78
$5.67M 0.35%
67,238
+1,970
79
$5.49M 0.34%
315,675
-3,428
80
$5.42M 0.34%
28,317
+17,205
81
$5.09M 0.32%
103,587
-2,008
82
$4.92M 0.31%
141,914
+6,186
83
$4.86M 0.3%
72,886
-255
84
$4.42M 0.28%
110,116
+55,232
85
$3.74M 0.23%
117,339
+614
86
$3.4M 0.21%
65,121
+903
87
$3.39M 0.21%
103,515
-1,221
88
$3.18M 0.2%
+69,086
89
$3.17M 0.2%
21,324
-866
90
$2.83M 0.18%
62,566
-4,017
91
$2.71M 0.17%
36,694
-7,885
92
$2.59M 0.16%
52,743
-2,292
93
$2.31M 0.14%
48,345
+13,408
94
$2.29M 0.14%
116,362
-167
95
$2.25M 0.14%
12,117
-65
96
$2.21M 0.14%
10,460
+1,778
97
$2.16M 0.13%
88,449
+1,638
98
$1.93M 0.12%
120,897
-771
99
$1.87M 0.12%
19,735
-855
100
$1.81M 0.11%
32,342
+817
2 3
4
5 6