MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.66B
This Quarter Return
-5.11%
1 Year Return
+20.71%
3 Year Return
+89.55%
5 Year Return
+107.94%
10 Year Return
+363.7%
AUM
$761M
AUM Growth
+$761M
(+22%)
Cap. Flow
+$187M
Cap. Flow
% of AUM
24.63%
Top 10 Holdings %
Top 10 Hldgs %
28.69%
Holding
181
New
22
Increased
116
Reduced
15
Closed
20
Top Buys
Top Sells
| 1 |
American International
AIG
|
$3.66M |
| 2 |
iShares MSCI Brazil Small-Cap ETF
EWZS
|
$2.69M |
| 3 |
XOOM
XOOM CORP COM
XOOM
|
$2.27M |
| 4 |
Zillow
ZG
|
$2.2M |
| 5 |
Equinor
EQNR
|
$2.11M |
Sector Composition
| 1 | Consumer Discretionary | 23.01% |
| 2 | Communication Services | 12.45% |
| 3 | Technology | 8.81% |
| 4 | Industrials | 7.14% |
| 5 | Healthcare | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Coca-Cola
KO
$297B
| – | – |
-47,600
| Closed | -$1.87M |
|
|
152
Equinor
EQNR
$59.9B
| – | – |
-117,795
| Closed | -$2.11M |
|
153
Credicorp
BAP
$20.8B
| – | – |
-14,342
| Closed | -$1.99M |
|
|
154
American International
AIG
$45.1B
| – | – |
-59,195
| Closed | -$3.66M |
|
155
Aflac
AFL
$57.1B
| – | – |
-6,552
| Closed | -$408K |
|