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MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $884M
1-Year Est. Return 5.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$8.29M
2 +$6.62M
3 +$5.77M
4
PYPL icon
PayPal
PYPL
+$5.19M
5
NVO
Novo Nordisk
NVO
+$4.59M

Top Sells

1 +$14.7M
2 +$14.3M
3 +$13.4M
4
MIDD icon
Middleby
MIDD
+$9.28M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.31M

Sector Composition

1 Consumer Discretionary 17.47%
2 Technology 14.16%
3 Communication Services 10.36%
4 Healthcare 9.56%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-12,952
152
-338,714
153
-87,485
154
-89,868
155
-28,178
156
$0 ﹤0.01%
10,042