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
$948M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.93M
3
+$2.9M
4
EMN icon
Eastman Chemical
EMN
+$2.86M
5
MELI icon
Mercado Libre
MELI
+$2.4M

Top Sells

1
+$9.6M
2
+$4.54M
3
+$4.45M
4
WYNN icon
Wynn Resorts
WYNN
+$3.07M
5
TUP
Tupperware Brands Corporation
TUP
+$2.54M

Sector Composition

1 Consumer Discretionary 22.72%
2 Communication Services 10.54%
3 Technology 9.65%
4 Financials 8.35%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.43M 0.26%
32,965
-521
102
$2.35M 0.25%
30,614
-917
103
$2.34M 0.25%
30,198
-603
104
$2.32M 0.24%
82,797
+937
105
$2.1M 0.22%
155,565
+895
106
$2.02M 0.21%
38,953
+6,041
107
$1.9M 0.2%
101,952
-51,611
108
$1.89M 0.2%
13,327
+1,817
109
$1.81M 0.19%
87,101
+958
110
$1.76M 0.19%
14,694
+842
111
$1.74M 0.18%
21,815
+1,247
112
$1.69M 0.18%
99,166
+1,108
113
$1.6M 0.17%
67,485
+3,787
114
$1.51M 0.16%
10,433
+432
115
$1.46M 0.15%
9,928
+105
116
$1.41M 0.15%
31,998
+1,867
117
$1.35M 0.14%
50,690
+158
118
$1.21M 0.13%
28,312
+12,004
119
$1.16M 0.12%
25,072
+1,442
120
$1.02M 0.11%
14,483
+6,204
121
$814K 0.09%
26,282
+1,509
122
$734K 0.08%
12,680
+5,442
123
$724K 0.08%
8,072
+3,397
124
$721K 0.08%
6,107
+2,550
125
$706K 0.07%
7,496
+3,214
2 3 4
5
6