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
$2.09B
AUM Growth
-$204M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$25M
2
+$16.7M
3
+$15.2M
4
AON icon
Aon
AON
+$11.8M
5
TWLO icon
Twilio
TWLO
+$11M

Top Sells

1
+$23.5M
2
+$16.5M
3
+$15.9M
4
AMZN icon
Amazon
AMZN
+$11.8M
5
AAPL icon
Apple
AAPL
+$11.8M

Sector Composition

1 Technology 21.32%
2 Consumer Discretionary 14.21%
3 Financials 12.82%
4 Communication Services 9.09%
5 Real Estate 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$121M 5.79%
744,180
-72,560
2
$92.4M 4.41%
661,340
-168,260
3
$68.2M 3.26%
459,125
+6,334
4
$67.3M 3.22%
28,673
-992
5
$63.7M 3.04%
53,575
-6,960
6
$62.5M 2.99%
294,602
+22,905
7
$51.4M 2.45%
1,123,171
+547,257
8
$48M 2.29%
134,427
-3,839
9
$47.3M 2.26%
63,738
-2,843
10
$44.3M 2.12%
383,197
-13,461
11
$44.3M 2.11%
426,582
-17,442
12
$40.4M 1.93%
1,916,357
+385,785
13
$40.2M 1.92%
1,923,790
+259,089
14
$35.6M 1.7%
295,711
+53,592
15
$34.4M 1.64%
338,107
+58,598
16
$34M 1.62%
111,675
-2,587
17
$32M 1.53%
1,518,241
-49,850
18
$30.7M 1.47%
424,865
-6,629
19
$30.5M 1.46%
1,446,519
-47,979
20
$30.1M 1.44%
135,181
-4,225
21
$28.4M 1.36%
112,987
-11,751
22
$27.9M 1.33%
74,564
-44,029
23
$27.5M 1.31%
356,990
+128,822
24
$27.5M 1.31%
1,377,402
-45,689
25
$27.4M 1.31%
1,353,764
-44,932
1
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