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
$1.6B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$9.45M
3
+$5.76M
4
TSCO icon
Tractor Supply
TSCO
+$4.94M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$4.44M

Top Sells

1
+$14.2M
2
+$9.23M
3
+$8.18M
4
BKNG icon
Booking.com
BKNG
+$5.63M
5
SIVB
SVB Financial Group
SIVB
+$5.59M

Sector Composition

1 Technology 19.61%
2 Consumer Discretionary 15.22%
3 Financials 10.99%
4 Communication Services 8.91%
5 Real Estate 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-28,060
127
– –
-1,062
128
– –
-9,878
129
– –
-8,250
2 3 4 5
6