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
$1.69B
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18.1M
3
+$12.5M
4
FN icon
Fabrinet
FN
+$10.5M
5
ATEC icon
Alphatec Holdings
ATEC
+$9.6M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.7M
4
AMZN icon
Amazon
AMZN
+$12.8M
5
META icon
Meta Platforms (Facebook)
META
+$11.7M

Sector Composition

1 Technology 15.89%
2 Consumer Discretionary 13.18%
3 Financials 12.5%
4 Communication Services 11.03%
5 Healthcare 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-35,055
127
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128
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-58,647
129
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-155,388
130
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-4,404
131
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-46,948
132
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-174,360
133
– –
-41,949
134
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-38,086
2 3 4 5
6