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
$1.73B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$14.1M
3
+$10.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.09M
5
BND icon
Vanguard Total Bond Market
BND
+$3.26M

Top Sells

1
+$34.9M
2
+$2.98M
3
+$2.45M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.24M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.98M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 13.67%
3 Financials 12.21%
4 Communication Services 9.65%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.85M 0.4%
44,001
+8,136
77
$6.74M 0.39%
115,409
-215
78
$6.66M 0.39%
313,763
+1,309
79
$6.3M 0.36%
107,984
-3,912
80
$6.28M 0.36%
241,361
81
$6.1M 0.35%
87,721
+46,835
82
$6.08M 0.35%
143,160
-667
83
$6M 0.35%
168,259
+58,139
84
$5.99M 0.35%
103,148
+626
85
$5.86M 0.34%
99,551
+450
86
$5.67M 0.33%
24,235
+58
87
$5.58M 0.32%
27,724
-509
88
$5.47M 0.32%
20,968
-69
89
$5.13M 0.3%
17,267
-4
90
$5.09M 0.29%
66,535
-220
91
$3.98M 0.23%
72,436
+233
92
$3.42M 0.2%
103,031
+485
93
$3.42M 0.2%
23,516
+784
94
$3.37M 0.2%
144,791
95
$3.26M 0.19%
75,038
+41,792
96
$3.08M 0.18%
58,299
+12,876
97
$3.06M 0.18%
136,424
-2,529
98
$2.79M 0.16%
13,432
+6,405
99
$2.46M 0.14%
52,255
+26,139
100
$2.11M 0.12%
13,327
+408
1 2 3
4
5