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
$1.38B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.88M
3
+$3.84M
4
JBTM
JBT Marel
JBTM
+$3.62M
5
CDLX icon
Cardlytics
CDLX
+$3.56M

Top Sells

1
+$9.47M
2
+$8.06M
3
+$6.13M
4
GLW icon
Corning
GLW
+$4.3M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$3.98M

Sector Composition

1 Technology 19.62%
2 Consumer Discretionary 15.81%
3 Communication Services 10.15%
4 Financials 8.99%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.09%
9,928
+417
102
$1.2M 0.09%
12,042
+548
103
$1.07M 0.08%
24,167
+1,070
104
$865K 0.06%
17,753
+1,683
105
$845K 0.06%
25,356
-6,498
106
$739K 0.05%
27,584
+1,519
107
$737K 0.05%
5,598
-1,584
108
$534K 0.04%
15,902
-4,563
109
$391K 0.03%
4,871
-5
110
$381K 0.03%
6,160
-7
111
$366K 0.03%
21,670
112
$315K 0.02%
28,945
+16,162
113
$308K 0.02%
6,042
-7
114
$275K 0.02%
8,961
-9
115
$258K 0.02%
+9,659
116
$238K 0.02%
2,066
-542
117
– –
-147,715
118
– –
-89,662
119
– –
0
120
– –
-108,796
121
– –
-2,885
1 2 3 4
5