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
$1.3B
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.85M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.86M
5
XPO icon
XPO
XPO
+$2.33M

Top Sells

1
+$34.4M
2
+$10.7M
3
+$9.2M
4
ANCX
Access National Corp
ANCX
+$7.51M
5
DIS icon
Walt Disney
DIS
+$7.21M

Sector Composition

1 Consumer Discretionary 17.08%
2 Technology 15.44%
3 Healthcare 11.39%
4 Financials 8.48%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.1M 0.08%
29,556
+423
102
$1.06M 0.08%
7,674
+22
103
$1.05M 0.08%
15,205
-184
104
$980K 0.07%
31,548
-387
105
$958K 0.07%
7,424
-81
106
$931K 0.07%
+2,640
107
$931K 0.07%
9,543
+2,982
108
$897K 0.07%
9,758
-118
109
$852K 0.06%
17,998
-219
110
$846K 0.06%
8,956
-109
111
$714K 0.05%
18,750
+303
112
$583K 0.04%
+3,737
113
$497K 0.04%
10,373
-755
114
$367K 0.03%
2,302
-25
115
$358K 0.03%
2,709
-62
116
$311K 0.02%
7,929
+119
117
$262K 0.02%
5,346
+80
118
$248K 0.02%
3,329
+68
119
$229K 0.02%
3,871
+58
120
$228K 0.02%
2,747
+49
121
$215K 0.02%
1,599
+24
122
$214K 0.02%
12,825
+195
123
$209K 0.02%
2,511
+37
124
– –
-2,730
125
– –
-57,086
2 3 4
5
6