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
$1.44B
AUM Growth
-$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$9.26M
3
+$8.39M
4
TEAM icon
Atlassian
TEAM
+$7.04M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.26M

Top Sells

1
+$21.6M
2
+$16.6M
3
+$13.7M
4
PING
Ping Identity Holding Corp.
PING
+$12.3M
5
AXON icon
Axon Enterprise
AXON
+$9.61M

Sector Composition

1 Technology 17.82%
2 Consumer Discretionary 14.13%
3 Financials 11.51%
4 Real Estate 8.52%
5 Communication Services 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.1M 4.04%
692,889
-12,796
2
$54.9M 3.81%
27,239
-394
3
$46M 3.2%
519,209
-10,509
4
$42.9M 2.98%
50,702
-863
5
$40.4M 2.81%
61,722
-183
6
$39.5M 2.74%
113,541
-1,795
7
$37.2M 2.58%
432,232
-12,469
8
$35M 2.43%
338,642
-4,247
9
$34.1M 2.37%
1,623,038
-91,298
10
$33.8M 2.35%
1,650,167
-96,107
11
$33.3M 2.31%
1,654,424
-98,125
12
$29.8M 2.07%
224,757
-5,626
13
$27.6M 1.92%
395,796
-12,200
14
$25.8M 1.79%
1,364,196
-78,583
15
$25.8M 1.79%
362,597
-8,035
16
$24.3M 1.68%
1,236,645
-80,915
17
$23.5M 1.63%
195,018
-13,557
18
$22.7M 1.58%
+931,153
19
$22.6M 1.57%
396,697
-11,875
20
$22.1M 1.54%
1,164,427
-68,355
21
$21M 1.46%
71,434
-548
22
$20.5M 1.43%
82,378
-22,254
23
$20M 1.39%
94,431
-205
24
$19.5M 1.35%
117,319
-57,964
25
$18.9M 1.31%
244,444
-483
1
2 3 4 5