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
$1.99B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.6M
3
+$12.1M
4
TRU icon
TransUnion
TRU
+$10.8M
5
BRBR icon
BellRing Brands
BRBR
+$10.3M

Top Sells

1
+$35.9M
2
+$9.21M
3
+$7.23M
4
AXON icon
Axon Enterprise
AXON
+$6.75M
5
TSM icon
TSMC
TSM
+$6.63M

Sector Composition

1 Technology 14.77%
2 Consumer Discretionary 13.79%
3 Healthcare 12%
4 Communication Services 11.23%
5 Financials 11.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.71M 0.19%
88,399
-9,294
102
$3.09M 0.16%
17,831
-1,207
103
$2.94M 0.15%
36,412
-17,371
104
$2.88M 0.14%
29,978
+10,126
105
$2.78M 0.14%
165,231
-4,296
106
$2.57M 0.13%
53,788
-7,234
107
$2.55M 0.13%
33,839
-2,374
108
$2.26M 0.11%
10,939
-1,197
109
$2.1M 0.11%
42,650
-15,410
110
$2.08M 0.1%
8,913
-2,160
111
$2.02M 0.1%
16,625
+242
112
$1.75M 0.09%
18,869
-1,289
113
$1.64M 0.08%
70,842
-5,176
114
$1.61M 0.08%
35,304
-2,459
115
$1.61M 0.08%
22,368
-1,557
116
$1.6M 0.08%
6,731
-62
117
$1.52M 0.08%
9,348
-683
118
$1.24M 0.06%
12,738
+42
119
$497K 0.02%
1,900
120
– –
-43,123
121
– –
-10,513
122
– –
-477,752
123
– –
-1,077
124
– –
-95,791
125
– –
-10,000
1 2 3 4
5