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
$1.42B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

1 +$12.3M
2 +$11.1M
3 +$10M
4
ROIC
Retail Opportunity Investments Corp.
ROIC
+$6.58M
5
BN icon
Brookfield
BN
+$6.09M

Sector Composition

1 Consumer Discretionary 16.89%
2 Technology 14.95%
3 Healthcare 11.48%
4 Communication Services 8.17%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,601
127
-368,616
128
-470,685
129
-1,636
130
-81,260
131
-2,826
132
0
133
-106,876
134
0
135
-372,598
136
-68,767
137
-179,583
138
-22,185
139
$0 ﹤0.01%
10,000