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
$1.1B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.58M
3
+$6.24M
4
PYPL icon
PayPal
PYPL
+$5.66M
5
NVO icon
Novo Nordisk
NVO
+$4.88M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$13.4M
4
MIDD icon
Middleby
MIDD
+$8.54M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.31M

Sector Composition

1 Consumer Discretionary 17.47%
2 Technology 14.16%
3 Communication Services 10.36%
4 Healthcare 9.56%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$447K 0.04%
4,161
+6
127
$407K 0.04%
4,390
+232
128
$308K 0.03%
2,773
+125
129
$262K 0.02%
3,143
+412
130
$260K 0.02%
+2,335
131
$238K 0.02%
1,766
+80
132
$227K 0.02%
+5,904
133
$219K 0.02%
6,299
+285
134
$214K 0.02%
3,599
+162
135
$213K 0.02%
+2,653
136
$212K 0.02%
+3,051
137
$210K 0.02%
+1,055
138
$201K 0.02%
+4,118
139
$200K 0.02%
+4,140
140
$2K ﹤0.01%
85,000
141
– –
-6,312
142
– –
-4,174
143
– –
-2,052
144
– –
-256,982
145
– –
-80,239
146
– –
-41,674
147
– –
-33,480
148
– –
-103,375
149
– –
-340,133
150
– –
-12,952
3 4 5
6
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