MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$9.51M
3
+$5.54M
4
TSCO icon
Tractor Supply
TSCO
+$5.1M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.8M

Top Sells

1
+$16.5M
2
+$9.23M
3
+$8.18M
4
BKNG icon
Booking.com
BKNG
+$6.14M
5
SIVB
SVB Financial Group
SIVB
+$5.59M

Sector Composition

1 Technology 19.61%
2 Consumer Discretionary 15.22%
3 Financials 10.99%
4 Communication Services 8.91%
5 Real Estate 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.67M 0.1%
38,525
-7,877
102
$1.65M 0.1%
336,236
-32
103
$1.45M 0.09%
23,426
-1,027
104
$1.28M 0.08%
31,611
+3,745
105
$1.27M 0.08%
+35,111
106
$1.01M 0.06%
14,753
-596
107
$604K 0.04%
10,513
108
– –
-63,080
109
– –
-31,124
110
– –
-9,890
111
– –
-257,446
112
– –
-8,250
113
– –
-1,062
114
– –
-236,363
115
– –
-28,204
116
– –
-9,157
117
– –
-28,060
118
– –
-11,525
119
– –
-2,104
120
– –
-4,787
121
– –
-329,224
122
– –
-10,000
123
– –
-5,048
124
– –
-2,935
125
– –
-9,878
2 3 4
5
6