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
$1.56B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$10.7M
3
+$9.38M
4
ALRM icon
Alarm.com
ALRM
+$6.58M
5
LASR icon
nLIGHT
LASR
+$5.73M

Top Sells

1
+$9.11M
2
+$5.24M
3
+$4.91M
4
DORM icon
Dorman Products
DORM
+$3.16M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$2.12M

Sector Composition

1 Consumer Discretionary 16.76%
2 Technology 16.15%
3 Healthcare 12.57%
4 Financials 7.88%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.11%
25,183
-251
102
$1.26M 0.08%
29,133
-3,529
103
$1.26M 0.08%
7,652
-1,347
104
$1.18M 0.08%
6,915
-133
105
$1.13M 0.07%
20,794
-208
106
$1.04M 0.07%
7,505
-169
107
$1.03M 0.07%
15,389
-154
108
$1M 0.06%
31,935
-324
109
$973K 0.06%
9,065
-136
110
$841K 0.05%
18,217
-251
111
$822K 0.05%
9,876
-149
112
$766K 0.05%
6,561
-85
113
$756K 0.05%
18,447
-2,769
114
$639K 0.04%
3,976
-50
115
$580K 0.04%
6,816
-69
116
$538K 0.03%
11,128
+4,688
117
$451K 0.03%
2,771
-561
118
$410K 0.03%
2,327
-24
119
$327K 0.02%
5,266
+92
120
$284K 0.02%
7,810
+137
121
$267K 0.02%
2,474
+44
122
$263K 0.02%
3,261
-620
123
$261K 0.02%
2,730
-95,277
124
$230K 0.01%
+12,630
125
$225K 0.01%
+2,698
2 3 4
5
6