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
$1.92B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.81M
3
+$5.8M
4
HQY icon
HealthEquity
HQY
+$4.36M
5
AXON icon
Axon Enterprise
AXON
+$3.67M

Top Sells

1
+$9.34M
2
+$7.04M
3
+$5.5M
4
VAR
Varian Medical Systems, Inc.
VAR
+$4.1M
5
LCII icon
LCI Industries
LCII
+$2.7M

Sector Composition

1 Technology 21.85%
2 Consumer Discretionary 18.26%
3 Communication Services 10.55%
4 Financials 10.1%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$986K 0.05%
24,105
-303
102
$907K 0.05%
5,144
-126
103
$904K 0.05%
17,709
-19
104
$648K 0.03%
14,993
-395
105
$292K 0.02%
1,901
-36
106
– –
-171,157
107
– –
-439,867
108
– –
-286,069
109
– –
-3,159
110
– –
-401,320
1 2 3 4
5