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
$948M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.93M
3
+$2.9M
4
EMN icon
Eastman Chemical
EMN
+$2.86M
5
MELI icon
Mercado Libre
MELI
+$2.4M

Top Sells

1
+$9.6M
2
+$4.54M
3
+$4.45M
4
WYNN icon
Wynn Resorts
WYNN
+$3.07M
5
TUP
Tupperware Brands Corporation
TUP
+$2.54M

Sector Composition

1 Consumer Discretionary 22.72%
2 Communication Services 10.54%
3 Technology 9.65%
4 Financials 8.35%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$685K 0.07%
9,225
+3,956
127
$677K 0.07%
10,539
+4,523
128
$631K 0.07%
14,905
+6,395
129
$618K 0.07%
10,731
+4,279
130
$593K 0.06%
3,556
+1,524
131
$586K 0.06%
5,611
+2,407
132
$586K 0.06%
5,359
+2,300
133
$521K 0.05%
7,418
+3,180
134
$440K 0.05%
8,072
+3,452
135
$410K 0.04%
17,070
+7,026
136
$290K 0.03%
+2,398
137
$279K 0.03%
+4,367
138
$277K 0.03%
+1,879
139
$275K 0.03%
+3,155
140
$274K 0.03%
+2,725
141
$261K 0.03%
+2,725
142
$210K 0.02%
+3,679
143
– –
-78,620
144
– –
-678,255
145
– –
-33,826
146
– –
-45,122
147
– –
-107,661
148
– –
-88,912
149
$0 ﹤0.01%
85,000
150
– –
-51,841
2 3 4 5
6