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
$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
1
$24.3M 3.9%
454,049
+82,973
2
$19.5M 3.12%
226,909
+34,278
3
$16.9M 2.7%
81,719
+23,458
4
$15.9M 2.55%
507,988
+85,428
5
$14.1M 2.26%
684,714
+209,268
6
$13.9M 2.22%
653,471
+199,730
7
$13.8M 2.21%
607,843
+185,275
8
$13.8M 2.21%
650,366
+198,756
9
$13.8M 2.21%
662,149
+201,972
10
$13.8M 2.2%
653,577
+199,759
11
$13.2M 2.12%
594,751
+160,785
12
$13.2M 2.11%
117,258
+23,036
13
$12.2M 1.95%
562,360
+113,040
14
$11.7M 1.88%
10,189
+2,901
15
$11.3M 1.8%
120,522
+13,128
16
$11M 1.76%
277,977
+70,072
17
$10.9M 1.74%
54,725
+4,921
18
$10.2M 1.63%
116,510
+60,825
19
$10.1M 1.61%
386,920
+136,795
20
$10M 1.6%
241,663
+51,736
21
$9.09M 1.46%
508,500
+107,520
22
$8.58M 1.37%
91,951
+25,999
23
$8.04M 1.29%
94,419
+5,141
24
$6.96M 1.11%
575,150
+185,850
25
$6.55M 1.05%
+37,483
1
2 3 4 5