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
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$9.85M
3 +$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.86M
5
XPO icon
XPO
XPO
+$2.33M

Top Sells

1 +$34.4M
2 +$10.7M
3 +$9.2M
4
ANCX
Access National Corp
ANCX
+$7.51M
5
DIS icon
Walt Disney
DIS
+$7.21M

Sector Composition

1 Consumer Discretionary 17.08%
2 Technology 15.44%
3 Healthcare 11.39%
4 Financials 8.48%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
0
127
-3,692
128
-6,816
129
-2,366
130
-194,592
131
-277,162
132
-1,626,708
133
-365,980
134
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135
-10,000