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
$1.7B
AUM Growth
+$95.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$11.3M
3
+$9.92M
4
NARI
Inari Medical, Inc. Common Stock
NARI
+$8.2M
5
WAT icon
Waters Corp
WAT
+$7.26M

Top Sells

1
+$20.5M
2
+$15.7M
3
+$12.6M
4
PEN icon
Penumbra
PEN
+$10.4M
5
ABB
ABB Ltd
ABB
+$6.23M

Sector Composition

1 Technology 20.14%
2 Consumer Discretionary 13.87%
3 Financials 12.6%
4 Communication Services 9.74%
5 Real Estate 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.1%
119,740
-1,157
102
$1.67M 0.1%
+10,130
103
$1.58M 0.09%
33,429
-5,096
104
$1.56M 0.09%
+8,069
105
$1.55M 0.09%
7,027
-3,433
106
$1.54M 0.09%
25,470
+2,044
107
$1.54M 0.09%
33,246
-29,320
108
$1.51M 0.09%
17,161
-2,574
109
$1.24M 0.07%
26,116
-22,229
110
$1.07M 0.06%
32,278
-2,833
111
$1.03M 0.06%
15,780
+1,027
112
$711K 0.04%
+3,574
113
$596K 0.04%
14,651
-16,960
114
$578K 0.03%
+13,650
115
$482K 0.03%
+5,774
116
$362K 0.02%
+1,350
117
$313K 0.02%
1,431
-71,782
118
$233K 0.01%
+4,845
119
– –
-10,513
120
– –
-60,936
121
– –
-37,312
122
– –
-117,339
123
– –
-181,710
124
– –
-59,277
1 2 3 4
5