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
$1.99B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.6M
3
+$12.1M
4
TRU icon
TransUnion
TRU
+$10.8M
5
BRBR icon
BellRing Brands
BRBR
+$10.3M

Top Sells

1
+$35.9M
2
+$9.21M
3
+$7.23M
4
AXON icon
Axon Enterprise
AXON
+$6.75M
5
TSM icon
TSMC
TSM
+$6.63M

Sector Composition

1 Technology 14.77%
2 Consumer Discretionary 13.79%
3 Healthcare 12%
4 Communication Services 11.23%
5 Financials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.28M 0.47%
79,241
-8,209
77
$9.17M 0.46%
308,902
-4,902
78
$9.1M 0.46%
+62,817
79
$9.03M 0.45%
92,581
-1,547
80
$8.8M 0.44%
132,173
+58,263
81
$8.75M 0.44%
212,218
-7,785
82
$8.59M 0.43%
114,407
+3,342
83
$8.56M 0.43%
14,690
-229
84
$8.54M 0.43%
189,652
-20,285
85
$8.49M 0.43%
71,487
-2,171
86
$8.07M 0.41%
254,557
87
$7.93M 0.4%
253,544
-26,216
88
$7.89M 0.4%
45,414
-38,149
89
$7.81M 0.39%
24,465
-343
90
$7.77M 0.39%
86,297
-8,915
91
$7.59M 0.38%
8,560
-44
92
$7.25M 0.36%
124,665
-1,820
93
$7.15M 0.36%
150,913
-2,454
94
$6.83M 0.34%
91,855
-5,410
95
$6.74M 0.34%
42,422
-4,002
96
$5.1M 0.26%
23,120
-1,696
97
$4.69M 0.24%
88,897
-11,272
98
$4.55M 0.23%
17,248
-646
99
$4.33M 0.22%
148,531
100
$4.05M 0.2%
61,146
-6,855
1 2 3
4
5