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
$2.3B
AUM Growth
-$2.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$3.35M
3
+$551K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$167K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$160K

Top Sells

1
+$8.89M
2
+$7.07M
3
+$6.47M
4
TEAM icon
Atlassian
TEAM
+$4.9M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$3.65M

Sector Composition

1 Technology 20.19%
2 Consumer Discretionary 15.16%
3 Communication Services 12.16%
4 Financials 11.14%
5 Healthcare 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$136M 5.93%
816,740
-38,780
2
$120M 5.22%
829,600
-17,380
3
$81.6M 3.55%
60,535
-1,344
4
$74.8M 3.26%
396,658
-8,912
5
$71.4M 3.11%
118,593
-2,415
6
$71.2M 3.1%
29,665
-682
7
$69M 3.01%
271,697
-6,426
8
$56.3M 2.45%
66,581
-835
9
$52.4M 2.28%
452,791
-11,632
10
$49.7M 2.16%
138,266
-3,052
11
$46.9M 2.04%
139,406
-3,094
12
$41.2M 1.79%
444,024
-10,698
13
$37M 1.61%
97,075
-12,860
14
$36.5M 1.59%
124,738
-1,760
15
$36.5M 1.59%
1,664,701
-4,827
16
$35.8M 1.56%
114,262
-6,719
17
$34.9M 1.52%
112,823
-1,916
18
$33.9M 1.48%
1,494,498
-1,602
19
$33.7M 1.47%
1,576,901
-1,620
20
$33.7M 1.46%
1,568,091
-1,471
21
$33.4M 1.45%
1,530,572
-1,978
22
$30.3M 1.32%
431,494
-9,214
23
$30.1M 1.31%
1,398,696
-1,785
24
$30.1M 1.31%
1,423,091
-1,864
25
$30M 1.31%
279,509
-1,324
1
2 3 4 5