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
$1.94B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$20M
3
+$17.6M
4
DHR icon
Danaher
DHR
+$14.5M
5
TOST icon
Toast
TOST
+$11.8M

Top Sells

1
+$55.6M
2
+$28.9M
3
+$21.5M
4
MBB icon
iShares MBS ETF
MBB
+$13M
5
COST icon
Costco
COST
+$8.55M

Sector Composition

1 Technology 16.51%
2 Consumer Discretionary 13.67%
3 Communication Services 11.18%
4 Healthcare 11.06%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.1M 0.11%
36,770
-164
102
$1.92M 0.1%
11,191
-233
103
$1.77M 0.09%
20,479
+43
104
$1.71M 0.09%
38,362
+251
105
$1.66M 0.09%
18,360
-2,640
106
$1.66M 0.09%
77,259
-145
107
$1.66M 0.09%
20,172
-47
108
$1.62M 0.08%
10,216
+441
109
$1.55M 0.08%
+30,295
110
$1.55M 0.08%
+31,869
111
$1.49M 0.08%
24,307
-33
112
$1.39M 0.07%
6,073
+699
113
$1.21M 0.06%
41,019
-269,110
114
$1.02M 0.05%
11,819
+1,172
115
$605K 0.03%
10,513
116
$341K 0.02%
1,941
-160
117
$215K 0.01%
+1,087
118
$210K 0.01%
1,142
-232
119
$62.9K ﹤0.01%
10,000
120
– –
-117,192
121
– –
-136,787
122
– –
-98,480
123
– –
-67,957
124
– –
-138,538
125
– –
-20,467
2 3 4
5
6