MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.94B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$20M
3
+$17.6M
4
DHR icon
Danaher
DHR
+$14.5M
5
TOST icon
Toast
TOST
+$11.8M

Top Sells

1
+$55.6M
2
+$28.9M
3
+$21.5M
4
MBB icon
iShares MBS ETF
MBB
+$13M
5
COST icon
Costco
COST
+$8.55M

Sector Composition

1 Technology 16.51%
2 Consumer Discretionary 13.67%
3 Communication Services 11.18%
4 Healthcare 11.06%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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-37,234
129
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-254,556
130
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-148,531
131
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-1,063
132
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-1,169
133
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-8,300
134
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-364,889
2 3 4 5
6