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
$1.44B
AUM Growth
-$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$9.26M
3
+$8.39M
4
TEAM icon
Atlassian
TEAM
+$7.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.26M

Top Sells

1
+$21.6M
2
+$16.6M
3
+$13.7M
4
PING
Ping Identity Holding Corp.
PING
+$12.3M
5
AXON icon
Axon Enterprise
AXON
+$9.61M

Sector Composition

1 Technology 17.82%
2 Consumer Discretionary 14.13%
3 Financials 11.51%
4 Real Estate 8.52%
5 Communication Services 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.95M 0.14%
121,668
-4,070
102
$1.93M 0.13%
31,525
-1,038
103
$1.93M 0.13%
20,590
+700
104
$1.89M 0.13%
9,878
+1,278
105
$1.87M 0.13%
11,112
+210
106
$1.76M 0.12%
8,682
+4,060
107
$1.75M 0.12%
9,890
+246
108
$1.63M 0.11%
34,937
-11,350
109
$1.59M 0.11%
+336,268
110
$1.55M 0.11%
24,453
+878
111
$1.41M 0.1%
12,277
-3,410
112
$1.37M 0.09%
236,363
-52,979
113
$1.09M 0.08%
15,349
+627
114
$1.09M 0.08%
27,866
+4,510
115
$925K 0.06%
5,048
+2,992
116
$805K 0.06%
2,104
-2,416
117
$680K 0.05%
8,250
+5,580
118
$590K 0.04%
10,513
+1,775
119
$589K 0.04%
+2,935
120
$510K 0.04%
+4,787
121
$410K 0.03%
+28,060
122
$402K 0.03%
+9,157
123
$279K 0.02%
+5,826
124
$259K 0.02%
+11,525
125
$241K 0.02%
+1,868
2 3 4
5
6