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
$1.96B
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$21.5M
2 +$15.2M
3 +$13.2M
4
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$13.2M
5
DXCM icon
DexCom
DXCM
+$13M

Top Sells

1 +$38.8M
2 +$17M
3 +$10.2M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$8.84M
5
TSM icon
TSMC
TSM
+$7.4M

Sector Composition

1 Technology 16.23%
2 Consumer Discretionary 13.75%
3 Healthcare 13.02%
4 Communication Services 11.63%
5 Financials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-27,134