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
$1.51B
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1 +$24.7M
2 +$16.7M
3 +$15.3M
4
NFLX icon
Netflix
NFLX
+$15.1M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$11.7M

Sector Composition

1 Consumer Discretionary 18.02%
2 Technology 16.54%
3 Financials 9.53%
4 Communication Services 8.73%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,928
127
-452,524