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
$1.3B
AUM Growth
-$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$9.85M
3
+$5.01M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.86M
5
XPO icon
XPO
XPO
+$2.33M

Top Sells

1
+$34.4M
2
+$10.7M
3
+$9.2M
4
ANCX
Access National Corp
ANCX
+$7.51M
5
DIS icon
Walt Disney
DIS
+$7.21M

Sector Composition

1 Consumer Discretionary 17.08%
2 Technology 15.44%
3 Healthcare 11.39%
4 Financials 8.48%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.2M 4.97%
868,440
-5,180
2
$47M 3.58%
559,242
-2,927
3
$46.8M 3.57%
904,180
-3,760
4
$40.9M 3.12%
195,465
-747
5
$35.2M 2.68%
546,979
-2,361
6
$35.2M 2.68%
1,707,416
+2,723
7
$34.3M 2.61%
1,629,000
+1,798
8
$34.2M 2.61%
1,649,062
+2,780
9
$34.2M 2.6%
1,621,417
+2,321
10
$34.1M 2.59%
19,772
-163
11
$30.3M 2.3%
220,878
-2,625
12
$30.2M 2.3%
287,569
+54
13
$28.9M 2.2%
535,087
-1,583
14
$25.9M 1.97%
1,068,906
+1,703
15
$25.8M 1.96%
1,078,974
+1,725
16
$25.6M 1.95%
1,084,064
+158
17
$21.9M 1.67%
116,113
-99
18
$21.7M 1.66%
81,192
+59,405
19
$21.7M 1.65%
73,941
+250
20
$21.3M 1.62%
187,779
-330
21
$21.1M 1.61%
185,736
+4,409
22
$19.7M 1.5%
306,545
+9,278
23
$19.7M 1.5%
369,360
+9,788
24
$18.2M 1.38%
138,629
-208
25
$17.4M 1.33%
191,261
+4,675
1
2 3 4 5