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
$2.09B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$16.7M
3
+$15.2M
4
AON icon
Aon
AON
+$11.8M
5
TWLO icon
Twilio
TWLO
+$11M

Top Sells

1
+$23.5M
2
+$16.5M
3
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.8M
5
AAPL icon
Apple
AAPL
+$11.8M

Sector Composition

1 Technology 21.32%
2 Consumer Discretionary 14.21%
3 Financials 12.82%
4 Communication Services 9.09%
5 Real Estate 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.37M 0.11%
12,887
-85
102
$2.32M 0.11%
45,373
+3,554
103
$2.18M 0.1%
21,874
-146
104
$1.86M 0.09%
10,519
-70
105
$1.75M 0.08%
22,064
+2,493
106
$1.6M 0.08%
25,890
-173
107
$1.08M 0.05%
+16,305
108
$900K 0.04%
18,736
-1,737
109
$778K 0.04%
3,273
-441
110
$628K 0.03%
23,000
-1,640
111
$474K 0.02%
10,270
-1,348
112
$383K 0.02%
1,065
-30
113
$335K 0.02%
+11,509
114
$293K 0.01%
1,062
-120
115
$272K 0.01%
1,280
-114
116
– –
-6,032
117
– –
-869
118
– –
-57,620
1 2 3 4
5