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
$1.53B
AUM Growth
-$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.77M
3
+$2.69M
4
ANSS
Ansys
ANSS
+$2.66M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.69M

Top Sells

1
+$8.77M
2
+$4.18M
3
+$4.14M
4
BR icon
Broadridge
BR
+$3.71M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$3.48M

Sector Composition

1 Technology 19.5%
2 Consumer Discretionary 13.66%
3 Financials 10.81%
4 Communication Services 7.66%
5 Real Estate 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.7M 5.22%
705,685
-14,735
2
$50.9M 3.33%
529,718
-14,882
3
$45.4M 2.97%
27,633
-430
4
$42.7M 2.79%
51,565
-732
5
$35.8M 2.34%
1,714,336
+276,550
6
$35.6M 2.33%
1,746,274
-69,169
7
$35.2M 2.31%
61,905
-224
8
$35M 2.29%
1,752,549
-69,729
9
$33.4M 2.19%
444,701
-5,362
10
$33.4M 2.19%
407,996
-9,862
11
$33.1M 2.17%
230,383
-3,627
12
$32.8M 2.15%
115,336
-14,550
13
$31.9M 2.09%
370,632
-5,224
14
$29.1M 1.9%
342,889
-6,100
15
$28.3M 1.85%
208,575
-4,325
16
$28.2M 1.85%
307,753
-12,546
17
$26.9M 1.76%
104,632
-3,114
18
$26.9M 1.76%
1,442,779
-470,519
19
$25.2M 1.65%
1,317,560
-52,084
20
$24.7M 1.62%
408,572
-6,831
21
$22.9M 1.5%
1,232,782
-48,856
22
$21.6M 1.42%
284,108
-4,465
23
$20.7M 1.35%
318,441
-9,588
24
$20.3M 1.33%
94,636
-12,589
25
$20.3M 1.33%
175,283
-4,591
1
2 3 4 5