MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
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
+$17.8M
2
+$10.5M
3
+$4.66M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M
5
XPO icon
XPO
XPO
+$3.28M

Top Sells

1
+$34.4M
2
+$10.7M
3
+$9.2M
4
AAPL icon
Apple
AAPL
+$7.82M
5
ANCX
Access National Corp
ANCX
+$7.51M

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
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135
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