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
$1.96B
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.2M
3
+$13.2M
4
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$13.2M
5
DXCM icon
DexCom
DXCM
+$13M

Top Sells

1
+$38.8M
2
+$17M
3
+$10.2M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$8.84M
5
TSM icon
TSMC
TSM
+$7.4M

Sector Composition

1 Technology 16.23%
2 Consumer Discretionary 13.75%
3 Healthcare 13.02%
4 Communication Services 11.63%
5 Financials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.58M 0.44%
73,658
+587
77
$8.49M 0.43%
140,467
+5,165
78
$8.23M 0.42%
46,424
-1,855
79
$8.11M 0.41%
58,774
+2,465
80
$8.01M 0.41%
111,065
+7,358
81
$7.64M 0.39%
+254,557
82
$7.46M 0.38%
+95,212
83
$7.4M 0.38%
8,604
+109
84
$7.34M 0.37%
24,808
+1,022
85
$7.25M 0.37%
94,128
-35,767
86
$7.23M 0.37%
477,752
+19,110
87
$7.23M 0.37%
14,919
+172
88
$7.01M 0.36%
170,400
+6,324
89
$6.79M 0.35%
126,485
-51,670
90
$6.46M 0.33%
209,937
+50,476
91
$5.46M 0.28%
73,910
+2,810
92
$5.43M 0.28%
95,791
-3,332
93
$5.33M 0.27%
153,367
+6,146
94
$4.98M 0.25%
100,169
+8,082
95
$4.87M 0.25%
24,816
-728
96
$4.59M 0.23%
97,693
-4,136
97
$4.33M 0.22%
17,894
+1,638
98
$3.97M 0.2%
68,001
-3,083
99
$3.9M 0.2%
+148,531
100
$3.68M 0.19%
53,783
-916
2 3
4
5 6