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
$842M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.52M
3
+$2.98M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$2.51M
5
SYT
Syngenta Ag
SYT
+$2.17M

Top Sells

1
+$4.03M
2
+$3.75M
3
+$3.65M
4
GEOS icon
Geospace Technologies
GEOS
+$2.52M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.07M

Sector Composition

1 Consumer Discretionary 23.04%
2 Communication Services 12.87%
3 Technology 8.86%
4 Healthcare 6.37%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.17M 0.26%
+27,556
102
$2.13M 0.25%
+13,300
103
$2.12M 0.25%
+13,053
104
$2.06M 0.25%
59,917
-573
105
$2.03M 0.24%
159,948
+16,339
106
$2.02M 0.24%
29,265
+2,757
107
$2.01M 0.24%
194,107
+19,768
108
$2M 0.24%
44,095
+8,881
109
$1.94M 0.23%
109,539
+21,348
110
$1.78M 0.21%
+85,480
111
$1.74M 0.21%
101,845
+5,970
112
$1.71M 0.2%
58,508
+5,908
113
$1.69M 0.2%
164,688
+15,202
114
$1.38M 0.16%
9,263
+246
115
$1.31M 0.16%
73,528
-10,105
116
$1.27M 0.15%
9,593
+368
117
$1.26M 0.15%
1,507,693
+123,520
118
$1.15M 0.14%
83,537
-7,474
119
$1.12M 0.13%
17,272
-256
120
$1.11M 0.13%
8,327
+712
121
$1.1M 0.13%
11,850
-19
122
$1.09M 0.13%
20,083
-22
123
$1.07M 0.13%
23,180
-1,031
124
$996K 0.12%
54,494
-332
125
$814K 0.1%
25,449
-1,007
2 3 4
5
6