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
$1.6B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$9.51M
3
+$5.54M
4
TSCO icon
Tractor Supply
TSCO
+$5.1M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$3.8M

Top Sells

1
+$16.5M
2
+$9.23M
3
+$8.18M
4
BKNG icon
Booking.com
BKNG
+$6.14M
5
SIVB
SVB Financial Group
SIVB
+$5.59M

Sector Composition

1 Technology 19.61%
2 Consumer Discretionary 15.22%
3 Financials 10.99%
4 Communication Services 8.91%
5 Real Estate 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.3M 4.45%
689,846
-3,043
2
$66.1M 4.13%
24,924
-2,315
3
$65M 4.06%
651,210
+255,414
4
$53.3M 3.33%
512,147
-7,062
5
$50.3M 3.14%
38,198
-12,504
6
$45.8M 2.86%
229,383
+4,626
7
$43M 2.68%
202,750
+7,732
8
$42.9M 2.68%
59,472
-2,250
9
$42.6M 2.66%
444,782
+12,550
10
$40.8M 2.54%
112,144
-1,397
11
$33.8M 2.11%
1,601,808
-21,230
12
$33.5M 2.09%
1,629,304
-20,863
13
$33.1M 2.07%
1,634,346
-20,078
14
$32.8M 2.05%
336,806
-1,836
15
$28M 1.75%
368,157
+5,560
16
$25.8M 1.61%
1,348,752
-15,444
17
$25.7M 1.6%
114,177
-3,142
18
$25.4M 1.59%
79,815
-2,563
19
$24.9M 1.55%
71,988
+554
20
$23.7M 1.48%
412,290
+15,593
21
$22.6M 1.41%
918,689
-12,464
22
$19.5M 1.22%
972,600
-264,045
23
$19.5M 1.22%
1,010,755
-153,672
24
$19.1M 1.19%
286,152
-819
25
$19.1M 1.19%
130,173
+8,013
1
2 3 4 5