MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.66B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Sells

1 +$1.23M
2 +$921K
3 +$910K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$864K
5
SSYS icon
Stratasys
SSYS
+$737K

Sector Composition

1 Consumer Discretionary 19.01%
2 Communication Services 14.23%
3 Technology 11.26%
4 Financials 8.13%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$17.6M 3.65%
371,076
+157,702
2
$15.8M 3.29%
192,631
+72,658
3
$14.6M 3.02%
58,261
+25,765
4
$13.1M 2.73%
422,560
+212,612
5
$10.8M 2.25%
207,905
+107,122
6
$10.4M 2.15%
49,804
+29,237
7
$10.1M 2.1%
+475,446
8
$9.8M 2.03%
+460,177
9
$9.71M 2.02%
+451,610
10
$9.68M 2.01%
+453,741
11
$9.67M 2.01%
94,222
+40,393
12
$9.66M 2.01%
+453,818
13
$9.65M 2%
+433,966
14
$9.65M 2%
+422,568
15
$9.28M 1.93%
107,394
+27,577
16
$8.48M 1.76%
7,288
+3,963
17
$8.36M 1.74%
449,320
+262,440
18
$8.28M 1.72%
89,278
+53,193
19
$7.61M 1.58%
189,927
+97,717
20
$7.27M 1.51%
103,919
+58,686
21
$6.83M 1.42%
250,125
+70,132
22
$6.21M 1.29%
65,952
+25,165
23
$5.79M 1.2%
7,523
+2,106
24
$5.43M 1.13%
356,749
+205,661
25
$5.33M 1.11%
174,289
+101,557