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
$1.92B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.81M
3
+$5.8M
4
HQY icon
HealthEquity
HQY
+$4.36M
5
AXON icon
Axon Enterprise
AXON
+$3.67M

Top Sells

1
+$9.34M
2
+$7.04M
3
+$5.5M
4
VAR
Varian Medical Systems, Inc.
VAR
+$4.1M
5
LCII icon
LCI Industries
LCII
+$2.7M

Sector Composition

1 Technology 21.85%
2 Consumer Discretionary 18.26%
3 Communication Services 10.55%
4 Financials 10.1%
5 Healthcare 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$138M 7.17%
876,200
+15,400
2
$101M 5.26%
513,188
+6,178
3
$89.1M 4.63%
82,319
+1,226
4
$87.1M 4.53%
463,082
+4,716
5
$73.3M 3.81%
291,545
+1,696
6
$63.7M 3.31%
866,360
+14,520
7
$62.4M 3.24%
124,818
+1,184
8
$40.6M 2.11%
472,743
+8,995
9
$37.9M 1.97%
144,649
+12,588
10
$37.7M 1.96%
1,698,442
+67,691
11
$34.5M 1.79%
202,772
+2,785
12
$33.9M 1.76%
19,823
+275
13
$31.4M 1.63%
1,405,326
+471,747
14
$30.3M 1.58%
1,379,138
+55,067
15
$30M 1.56%
1,388,419
+55,440
16
$28.5M 1.48%
84,364
+4,197
17
$28.4M 1.48%
122,147
+3,951
18
$26.8M 1.39%
260,571
+1,573
19
$26.7M 1.39%
1,220,586
+48,434
20
$26.6M 1.39%
1,222,642
+48,855
21
$26.3M 1.37%
1,234,035
+48,960
22
$26M 1.35%
107,563
+5,339
23
$23.4M 1.21%
1,100,781
+44,011
24
$22M 1.15%
314,911
+12,764
25
$21.9M 1.14%
165,721
+5,147
1
2 3 4 5