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
$1.56B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$10.7M
3 +$9.38M
4
ALRM icon
Alarm.com
ALRM
+$6.58M
5
LASR icon
nLIGHT
LASR
+$5.73M

Top Sells

1 +$9.11M
2 +$5.24M
3 +$4.91M
4
DORM icon
Dorman Products
DORM
+$3.16M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$2.12M

Sector Composition

1 Consumer Discretionary 16.76%
2 Technology 16.15%
3 Healthcare 12.57%
4 Financials 7.88%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$219K 0.01%
+1,575
127
$205K 0.01%
+3,692
128
$204K 0.01%
+2,366
129
$203K 0.01%
+3,813
130
-57,245
131
-46,225
132
0
133
-19,663
134
$0 ﹤0.01%
10,000