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
$2.3B
AUM Growth
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$3.35M
3
+$551K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$167K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$160K

Top Sells

1
+$8.89M
2
+$7.07M
3
+$6.47M
4
TEAM icon
Atlassian
TEAM
+$4.9M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$3.65M

Sector Composition

1 Technology 20.19%
2 Consumer Discretionary 15.16%
3 Communication Services 12.16%
4 Financials 11.14%
5 Healthcare 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.07%
29,677
+567
102
$1.04M 0.05%
20,473
+3,271
103
$946K 0.04%
3,714
+602
104
$725K 0.03%
24,640
+1,040
105
$575K 0.03%
11,618
+2,137
106
$386K 0.02%
1,095
107
$357K 0.02%
1,182
108
$338K 0.01%
6,032
-65,225
109
$315K 0.01%
1,394
+153
110
$221K 0.01%
869
111
– –
-21,122
1 2 3 4
5