MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.77M
3
+$2.69M
4
ANSS
Ansys
ANSS
+$2.66M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M

Top Sells

1
+$8.77M
2
+$4.18M
3
+$4.14M
4
BR icon
Broadridge
BR
+$3.71M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.48M

Sector Composition

1 Technology 19.5%
2 Consumer Discretionary 13.66%
3 Financials 10.81%
4 Communication Services 7.66%
5 Real Estate 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.9M 0.12%
125,738
-1,863
102
$1.82M 0.12%
11,739
+300
103
$1.78M 0.12%
19,890
+467
104
$1.61M 0.11%
4,520
+50
105
$1.57M 0.1%
9,644
+305
106
$1.54M 0.1%
+8,600
107
$1.35M 0.09%
37,274
+18,908
108
$1.32M 0.09%
23,575
+588
109
$995K 0.07%
14,722
+271
110
$869K 0.06%
4,622
+1,991
111
$852K 0.06%
23,356
+13,685
112
$474K 0.03%
+8,738
113
$351K 0.02%
+2,056
114
$294K 0.02%
1,110
+45
115
$221K 0.01%
1,062
116
$214K 0.01%
+2,670
117
– –
-32,710
118
– –
-1,302
1 2 3 4
5