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
$1.94B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$20M
3
+$17.6M
4
DHR icon
Danaher
DHR
+$14.5M
5
TOST icon
Toast
TOST
+$11.8M

Top Sells

1
+$55.6M
2
+$28.9M
3
+$21.5M
4
MBB icon
iShares MBS ETF
MBB
+$13M
5
COST icon
Costco
COST
+$8.55M

Sector Composition

1 Technology 16.81%
2 Consumer Discretionary 13.67%
3 Healthcare 11.06%
4 Communication Services 10.89%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.53M 0.39%
103,707
+13,933
77
$7.42M 0.38%
458,642
-5,331
78
$7.34M 0.38%
23,786
-223
79
$7.11M 0.37%
135,302
-91,772
80
$7.09M 0.37%
71,100
-32,719
81
$6.98M 0.36%
104,752
+6,896
82
$6.9M 0.36%
143,815
+12,475
83
$6.57M 0.34%
+56,309
84
$6.34M 0.33%
159,461
+303
85
$6.22M 0.32%
8,495
-11,675
86
$6.16M 0.32%
41,473
+959
87
$6.11M 0.32%
147,221
-5,208
88
$6.06M 0.31%
99,123
+275
89
$5.79M 0.3%
+164,798
90
$5.58M 0.29%
101,829
+253
91
$5.5M 0.28%
25,544
-627
92
$4.62M 0.24%
92,087
+7,701
93
$4.32M 0.22%
71,084
+6
94
$4.26M 0.22%
101,382
-668
95
$4.06M 0.21%
16,256
+1,225
96
$3.29M 0.17%
54,699
+297
97
$3.15M 0.16%
19,386
+181
98
$2.73M 0.14%
57,025
+4,484
99
$2.31M 0.12%
55,391
+8,531
100
$2.15M 0.11%
12,330
-50
2 3
4
5 6