MFWM
Motley Fool Wealth Management Portfolio holdings
AUM $1.69B
This Quarter Return
-1.77%
1 Year Return
+10.55%
3 Year Return
+42.16%
5 Year Return
+149.29%
10 Year Return
+321.01%
AUM
$1.69B
AUM Growth
-$247M (-13%)
Cap. Flow
-$187M
Cap. Flow % of AUM
-11.06%
Top 10 Holdings %Top 10 Hldgs %
30.87%
Holding
137
New
4
Increased
9
Reduced
110
Closed
12
Top Buys
| 1 | $18.8M | |
| 2 | $18.2M | |
| 3 | $12.4M | |
| 4 | $9.5M | |
| 5 | $9.07M |
Top Sells
| 1 | $18.4M | |
| 2 | $14.4M | |
| 3 | $13.1M | |
| 4 | $11.2M | |
| 5 | $11.1M |
Sector Composition
| 1 | Technology | 16.41% |
| 2 | Consumer Discretionary | 13.18% |
| 3 | Financials | 12.5% |
| 4 | Communication Services | 10.91% |
| 5 | Healthcare | 10.31% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| – | – | -41,949 | Closed | -$14.4M | |||
| – | – | -35,055 | Closed | -$2.15M | |||
| – | – | -25,675 | Closed | -$2.71M | |||
| – | – | -58,647 | Closed | -$3.87M | |||
| – | – | -155,388 | Closed | -$6.19M | |||
| – | – | -4,404 | Closed | -$403K | |||
| – | – | -38,086 | Closed | -$1.1M | |||
| – | – | -46,948 | Closed | -$4M | |||
| – | – | -174,360 | Closed | -$9.69M |
