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
$1.7B
AUM Growth
+$95.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.3M
3
+$9.92M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$8.2M
5
WAT icon
Waters Corp
WAT
+$7.26M

Top Sells

1
+$20.5M
2
+$15.7M
3
+$12.6M
4
PEN icon
Penumbra
PEN
+$10.4M
5
ABB
ABB Ltd
ABB
+$6.23M

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 13.87%
3 Financials 12.6%
4 Communication Services 9.74%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.75M 0.4%
21,037
-179
77
$6.43M 0.38%
35,865
-6,314
78
$6.41M 0.38%
+241,361
79
$6.4M 0.38%
242,977
+154,528
80
$6.29M 0.37%
99,101
-968
81
$6.24M 0.37%
99,328
+34,207
82
$5.84M 0.34%
14,347
-7,951
83
$5.69M 0.34%
17,271
-43
84
$5.59M 0.33%
66,755
-483
85
$5.23M 0.31%
28,233
-84
86
$5.08M 0.3%
110,120
+4
87
$5.04M 0.3%
102,522
-1,065
88
$4.74M 0.28%
+24,177
89
$4.1M 0.24%
72,203
-683
90
$3.74M 0.22%
138,953
-2,961
91
$3.45M 0.2%
22,732
+1,408
92
$3.42M 0.2%
+144,791
93
$3.34M 0.2%
102,546
-969
94
$2.96M 0.17%
40,886
+4,192
95
$2.62M 0.15%
115,482
-880
96
$2.38M 0.14%
45,423
-7,320
97
$2.32M 0.14%
12,919
+802
98
$2.24M 0.13%
+21,012
99
$2.01M 0.12%
332,909
-3,327
100
$1.8M 0.11%
34,591
+2,249
1 2 3
4
5