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
$1.96B
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.2M
3
+$13.2M
4
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$13.2M
5
DXCM icon
DexCom
DXCM
+$13M

Top Sells

1
+$38.8M
2
+$17M
3
+$10.2M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$8.84M
5
TSM icon
TSMC
TSM
+$7.4M

Sector Composition

1 Technology 16.23%
2 Consumer Discretionary 13.75%
3 Healthcare 13.02%
4 Communication Services 11.63%
5 Financials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.31M 0.17%
169,527
+4,729
102
$3.14M 0.16%
19,038
-348
103
$2.81M 0.14%
58,060
+1,035
104
$2.7M 0.14%
61,022
+5,631
105
$2.46M 0.13%
11,073
-118
106
$2.38M 0.12%
12,136
-194
107
$2.24M 0.11%
36,213
-557
108
$2.03M 0.1%
16,383
-1,977
109
$1.55M 0.08%
19,852
-320
110
$1.52M 0.08%
23,925
-382
111
$1.51M 0.08%
20,158
-321
112
$1.5M 0.08%
37,763
-599
113
$1.48M 0.08%
6,793
+720
114
$1.47M 0.07%
10,031
-185
115
$1.38M 0.07%
76,018
-1,241
116
$1.31M 0.07%
43,123
+2,104
117
$1.06M 0.05%
12,696
+877
118
$599K 0.03%
10,513
119
$433K 0.02%
1,900
-41
120
$206K 0.01%
1,077
-10
121
$60K ﹤0.01%
10,000
122
– –
-608,498
123
– –
-1,142
124
– –
-97,334
125
– –
-1,848,215
2 3 4
5
6