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
$1.38B
AUM Growth
-$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$3.88M
3
+$3.84M
4
JBTM
JBT Marel
JBTM
+$3.62M
5
CDLX icon
Cardlytics
CDLX
+$3.56M

Top Sells

1
+$9.47M
2
+$8.06M
3
+$6.13M
4
GLW icon
Corning
GLW
+$4.3M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$3.98M

Sector Composition

1 Technology 19.62%
2 Consumer Discretionary 15.81%
3 Communication Services 10.15%
4 Financials 8.99%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.5M 6.1%
866,440
-21,400
2
$59.2M 4.28%
468,982
-18,412
3
$49.9M 3.61%
858,940
-21,820
4
$49.3M 3.56%
515,053
-17,286
5
$47.4M 3.42%
126,243
-4,655
6
$42.9M 3.1%
298,194
-14,918
7
$40.3M 2.91%
82,483
-3,863
8
$30.6M 2.21%
465,504
-30,881
9
$30M 2.17%
1,221,929
-79,640
10
$29.4M 2.12%
1,198,200
-77,047
11
$26.8M 1.94%
19,936
+967
12
$22.8M 1.65%
1,087,199
-70,309
13
$22.8M 1.65%
1,076,428
-69,609
14
$22.7M 1.64%
1,080,378
-69,132
15
$22.7M 1.64%
907,749
-58,728
16
$22.4M 1.62%
203,447
-5,711
17
$22.3M 1.61%
893,730
-57,821
18
$21.9M 1.58%
131,497
-1,697
19
$21.2M 1.53%
250,749
-12,511
20
$19.9M 1.43%
91,196
+3,517
21
$19.8M 1.43%
802,412
-158,101
22
$19.3M 1.39%
181,025
-37,423
23
$18.4M 1.33%
116,707
+7,288
24
$18.1M 1.31%
74,936
+3,941
25
$17.6M 1.27%
303,229
-11,060
1
2 3 4 5