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
$842M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.52M
3
+$2.98M
4
TNDM icon
Tandem Diabetes Care
TNDM
+$2.51M
5
SYT
Syngenta Ag
SYT
+$2.17M

Top Sells

1
+$4.03M
2
+$3.75M
3
+$3.65M
4
GEOS icon
Geospace Technologies
GEOS
+$2.52M
5
GLPI icon
Gaming and Leisure Properties
GLPI
+$2.07M

Sector Composition

1 Consumer Discretionary 23.04%
2 Communication Services 12.87%
3 Technology 8.86%
4 Healthcare 6.37%
5 Financials 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.2M 4.18%
586,516
+26,874
2
$29.3M 3.48%
280,271
+12,636
3
$25.4M 3.02%
752,040
+26,040
4
$22.7M 2.7%
101,011
+4,450
5
$21.9M 2.61%
1,081,994
+60,323
6
$21.7M 2.58%
1,032,557
+57,600
7
$21.6M 2.57%
960,464
+53,530
8
$21.5M 2.56%
1,032,775
+57,564
9
$21.5M 2.55%
1,027,690
+57,279
10
$21.5M 2.55%
1,045,819
+58,121
11
$20.7M 2.46%
939,586
+52,333
12
$18.2M 2.16%
479,980
+13,920
13
$16.4M 1.95%
12,885
+360
14
$16.3M 1.93%
619,088
+21,844
15
$16M 1.9%
148,282
+7,231
16
$14M 1.66%
164,356
+7,048
17
$13.8M 1.64%
73,242
+2,232
18
$13.8M 1.64%
155,151
+33,449
19
$13.5M 1.61%
139,004
+5,730
20
$12.8M 1.52%
319,629
+15,425
21
$12.3M 1.46%
366,386
+15,455
22
$11.3M 1.34%
1,179,250
+470,750
23
$11.3M 1.34%
116,711
+4,033
24
$10.7M 1.28%
671,565
+24,165
25
$10.2M 1.21%
180,079
+36,797
1
2 3 4 5