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
$1.73B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$14.1M
3
+$10.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.09M
5
BND icon
Vanguard Total Bond Market
BND
+$3.26M

Top Sells

1
+$34.9M
2
+$2.98M
3
+$2.45M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.24M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.98M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 13.67%
3 Financials 12.21%
4 Communication Services 9.65%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.11%
11,061
+2,992
102
$1.77M 0.1%
42,506
+9,077
103
$1.76M 0.1%
21,844
+4,683
104
$1.72M 0.1%
10,999
+869
105
$1.68M 0.1%
119,855
+115
106
$1.62M 0.09%
41,521
+26,870
107
$1.45M 0.08%
26,295
+825
108
$1.31M 0.08%
39,966
+7,688
109
$1.3M 0.08%
+83,727
110
$901K 0.05%
16,315
+535
111
$901K 0.05%
4,790
+1,216
112
$695K 0.04%
9,238
+3,464
113
$689K 0.04%
333,256
+347
114
$668K 0.04%
15,350
+1,700
115
$569K 0.03%
+10,513
116
$487K 0.03%
1,915
+565
117
– –
-21,012
118
– –
-1,431
119
– –
-34,591
120
– –
-4,845
121
– –
-1,646,822
1 2 3 4
5