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
$948M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$2.93M
3
+$2.9M
4
EMN icon
Eastman Chemical
EMN
+$2.86M
5
MELI icon
Mercado Libre
MELI
+$2.4M

Top Sells

1
+$9.6M
2
+$4.54M
3
+$4.45M
4
WYNN icon
Wynn Resorts
WYNN
+$3.07M
5
TUP
Tupperware Brands Corporation
TUP
+$2.54M

Sector Composition

1 Consumer Discretionary 22.72%
2 Communication Services 10.54%
3 Technology 9.65%
4 Financials 8.35%
5 Healthcare 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.6M 3.86%
285,576
-543
2
$33.7M 3.55%
803,860
-15,440
3
$32M 3.38%
591,564
-6,634
4
$25.2M 2.66%
1,163,698
+2,236
5
$24.3M 2.56%
1,125,042
+3,137
6
$24M 2.53%
1,105,272
+2,114
7
$23.8M 2.51%
1,111,591
+2,979
8
$23.7M 2.5%
1,110,169
+1,813
9
$23.4M 2.47%
1,032,616
+1,666
10
$22.3M 2.35%
1,011,097
+2,693
11
$20.8M 2.19%
328,846
-1,389
12
$19.5M 2.05%
13,239
-395
13
$18.8M 1.98%
663,848
-5,896
14
$18.5M 1.95%
452,507
-1,770
15
$18.5M 1.95%
476,260
-6,520
16
$18.4M 1.94%
148,459
-1,381
17
$14.7M 1.55%
144,550
+1,293
18
$13.9M 1.47%
410,970
+1,794
19
$13.7M 1.44%
120,674
-202
20
$13.3M 1.4%
161,438
-1,458
21
$13.3M 1.4%
215,689
+2,661
22
$13.1M 1.39%
72,222
-1,175
23
$13.1M 1.38%
139,935
-1,513
24
$12.2M 1.28%
332,525
-6,672
25
$11.8M 1.24%
212,418
+2,496
1
2 3 4 5