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
$1.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Sells

1 +$25.8M
2 +$4.75M
3 +$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.23M
5
AMZN icon
Amazon
AMZN
+$732K

Sector Composition

1 Consumer Discretionary 17.33%
2 Technology 14.27%
3 Communication Services 9.36%
4 Healthcare 9.28%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$529K 0.04%
2,690
+5
127
$437K 0.03%
3,853
-38
128
$366K 0.03%
3,857
-38
129
$284K 0.02%
3,424
+199
130
$280K 0.02%
8,518
+2,411
131
$266K 0.02%
2,698
+9
132
$262K 0.02%
1,718
+6
133
$234K 0.02%
2,581
+9
134
$227K 0.02%
+2,968
135
$214K 0.02%
4,159
+14
136
$213K 0.02%
4,006
+13
137
$212K 0.02%
1,027
+4
138
-5,724
139
-26,400
140
-4,061
141
-51,029
142
-1,138,864
143
-10,042