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
$1.1B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.58M
3
+$6.24M
4
PYPL icon
PayPal
PYPL
+$5.66M
5
NVO icon
Novo Nordisk
NVO
+$4.88M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$13.4M
4
MIDD icon
Middleby
MIDD
+$8.54M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.31M

Sector Composition

1 Consumer Discretionary 17.47%
2 Technology 14.16%
3 Communication Services 10.36%
4 Healthcare 9.56%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.11M 0.19%
20,973
-1,017
102
$2.07M 0.19%
25,325
+5,957
103
$2.02M 0.18%
14,120
-685
104
$1.97M 0.18%
61,237
+4,695
105
$1.8M 0.16%
25,921
+25
106
$1.71M 0.16%
30,108
+30
107
$1.68M 0.15%
155,270
-251,395
108
$1.27M 0.12%
30,729
+5,476
109
$1.22M 0.11%
9,225
-11
110
$1.19M 0.11%
8,354
+1,441
111
$1.18M 0.11%
19,186
+18
112
$1.12M 0.1%
16,086
+11
113
$1.08M 0.1%
14,075
+15
114
$1.07M 0.1%
8,567
+14
115
$1.07M 0.1%
12,312
+13
116
$1.02M 0.09%
22,724
+36
117
$1.01M 0.09%
39,867
+48
118
$905K 0.08%
8,184
+13
119
$870K 0.08%
11,303
+12
120
$829K 0.08%
20,294
+3,832
121
$683K 0.06%
8,457
+9
122
$657K 0.06%
4,960
+8
123
$565K 0.05%
4,366
-10,601
124
$500K 0.05%
2,872
+5
125
$492K 0.04%
3,629
+712
3 4
5
6 7