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
$625M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$5.3M
3
+$5.22M
4
LNKD
LinkedIn Corporation
LNKD
+$4.85M
5
SBUX icon
Starbucks
SBUX
+$4.45M

Top Sells

1
+$5.36M
2
+$3.77M
3
+$2.33M
4
BWLD
Buffalo Wild Wings, Inc.
BWLD
+$2.15M
5
VMI icon
Valmont Industries
VMI
+$1.71M

Sector Composition

1 Consumer Discretionary 22.2%
2 Communication Services 13.91%
3 Technology 8.69%
4 Industrials 7.09%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-2,509
152
– –
-2,037
153
– –
-5,729
154
– –
-11,860
155
– –
-315,004
156
– –
-208,470
157
– –
-21,530
158
– –
-403,226
3 4 5 6
7