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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$9.17M
2
+$8.33M
3
+$7.04M
4
MA icon
Mastercard
MA
+$6.52M
5
AAPL icon
Apple
AAPL
+$5.71M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 22.48%
2 Communication Services 19.21%
3 Technology 15.44%
4 Financials 12.75%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.36M 5.63%
+119,973
2
$8.75M 5.26%
+213,374
3
$7.46M 4.49%
+32,496
4
$6.88M 4.13%
+79,817
5
$5.79M 3.48%
+209,948
6
$5.33M 3.21%
+53,829
7
$5.08M 3.05%
+100,783
8
$4.73M 2.84%
+179,993
9
$4.69M 2.82%
+20,567
10
$4.03M 2.42%
+40,787
11
$3.79M 2.28%
+3,325
12
$3.7M 2.22%
+5,417
13
$3.11M 1.87%
+92,210
14
$3.1M 1.87%
+171,858
15
$3.04M 1.83%
+45,233
16
$3.02M 1.82%
+67,191
17
$3M 1.8%
+57,008
18
$2.9M 1.74%
+186,880
19
$2.84M 1.71%
+207,250
20
$2.72M 1.63%
+58,816
21
$2.7M 1.62%
+36,085
22
$2.7M 1.62%
+95,902
23
$2.69M 1.62%
+209,790
24
$2.58M 1.55%
+46,380
25
$2.53M 1.52%
+46,143
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