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
$1.1B
AUM Growth
+$67.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$6.58M
3
+$6.24M
4
PYPL icon
PayPal
PYPL
+$5.66M
5
NVO icon
Novo Nordisk
NVO
+$4.88M

Top Sells

1
+$14.7M
2
+$14.3M
3
+$13.4M
4
MIDD icon
Middleby
MIDD
+$8.54M
5
NXPI icon
NXP Semiconductors
NXPI
+$4.31M

Sector Composition

1 Consumer Discretionary 17.47%
2 Technology 14.16%
3 Communication Services 10.36%
4 Healthcare 9.56%
5 Financials 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.1M 4.91%
358,512
+55,778
2
$46M 4.18%
951,420
-36,100
3
$34.4M 3.12%
590,677
-10,815
4
$32.6M 2.96%
606,987
+105,536
5
$31.6M 2.86%
210,210
-7,630
6
$29.2M 2.65%
201,553
+42,997
7
$27.3M 2.48%
601,300
-2,960
8
$26.5M 2.41%
14,186
+573
9
$26.1M 2.37%
1,226,131
+39,768
10
$25.2M 2.29%
1,184,204
+38,487
11
$25M 2.27%
1,164,576
+37,769
12
$24.9M 2.26%
1,170,416
+37,961
13
$24.9M 2.26%
1,170,079
+37,948
14
$24.6M 2.23%
1,088,590
+35,302
15
$21.2M 1.92%
244,750
+75,966
16
$18.6M 1.68%
74,019
-960
17
$18.1M 1.64%
280,216
+13,867
18
$17.4M 1.58%
342,329
+16,364
19
$17.4M 1.57%
305,092
+63,168
20
$17.3M 1.57%
246,079
+12,178
21
$15.9M 1.44%
130,941
-6,254
22
$15.6M 1.41%
432,376
-12,304
23
$14.9M 1.35%
70,928
-2,175
24
$13.6M 1.24%
102,932
+12,339
25
$13.5M 1.23%
173,974
+42,668
1
2 3 4 5