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
$1.56B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$10.7M
3 +$9.38M
4
ALRM icon
Alarm.com
ALRM
+$6.58M
5
LASR icon
nLIGHT
LASR
+$5.73M

Top Sells

1 +$9.11M
2 +$5.24M
3 +$4.91M
4
DORM icon
Dorman Products
DORM
+$3.16M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$2.12M

Sector Composition

1 Consumer Discretionary 16.76%
2 Technology 16.15%
3 Healthcare 12.57%
4 Financials 7.88%
5 Communication Services 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$87.5M 5.6%
873,620
+1,040
2
$76.8M 4.91%
196,212
+629
3
$54.2M 3.47%
907,940
+240
4
$49.4M 3.16%
562,169
+2,629
5
$39.6M 2.53%
19,935
+92
6
$35.5M 2.27%
223,503
+347
7
$35.2M 2.25%
1,704,693
+72,009
8
$34.8M 2.22%
287,515
+975
9
$34.4M 2.2%
1,626,708
+68,713
10
$34.3M 2.2%
1,627,202
+68,736
11
$34.1M 2.18%
1,646,282
+69,543
12
$34.1M 2.18%
1,619,096
+68,394
13
$31.2M 2%
549,340
-1,912
14
$29.4M 1.88%
188,109
+985
15
$27.7M 1.77%
536,670
+1,374
16
$26M 1.66%
1,077,249
+48,222
17
$25.9M 1.66%
1,067,203
+48,376
18
$25.9M 1.66%
1,083,906
+47,406
19
$25.9M 1.66%
116,212
-1,127
20
$25.1M 1.61%
73,691
+708
21
$23M 1.47%
297,267
+10,297
22
$22.8M 1.46%
138,837
-818
23
$22.8M 1.46%
359,572
-33,484
24
$22.7M 1.46%
403,044
-2,632
25
$21.1M 1.35%
65,518
+44