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
$842M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.52M
3
+$2.98M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$2.51M
5
SYT
Syngenta Ag
SYT
+$2.17M

Top Sells

1
+$4.03M
2
+$3.75M
3
+$3.65M
4
GEOS icon
Geospace Technologies
GEOS
+$2.52M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.07M

Sector Composition

1 Consumer Discretionary 23.04%
2 Communication Services 12.87%
3 Technology 8.86%
4 Healthcare 6.37%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$792K 0.09%
20,818
-638
127
$255K 0.03%
+8,700
128
$78K 0.01%
+40
129
– –
-70,968
130
– –
-25,165
131
– –
-91,184
132
– –
-87,791
133
– –
-182,660
134
– –
-69,741
135
– –
-14,565
136
– –
0
137
– –
-73,974
138
– –
-46,789
139
– –
-36,284
140
– –
-35,270
141
– –
-4,445
142
– –
-8,356
143
– –
-168,464
144
– –
-366,245
145
– –
-89,240
146
– –
-71,093
147
– –
-369,185
148
$0 ﹤0.01%
85,000
149
– –
-84
2 3 4 5
6