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
$1.73B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$14.1M
3
+$10.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.09M
5
BND icon
Vanguard Total Bond Market
BND
+$3.26M

Top Sells

1
+$34.9M
2
+$2.98M
3
+$2.45M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.24M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.98M

Sector Composition

1 Technology 19.99%
2 Consumer Discretionary 13.67%
3 Financials 12.21%
4 Communication Services 9.65%
5 Healthcare 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.9M 4.8%
652,211
-23,437
2
$73.9M 4.28%
626,442
-11,964
3
$64.3M 3.72%
485,272
-14,938
4
$62.5M 3.62%
427,199
-8,539
5
$58.5M 3.38%
193,949
-3,882
6
$52.4M 3.03%
17,015
-317
7
$46M 2.66%
36,413
-896
8
$44.7M 2.59%
219,712
-4,931
9
$43.3M 2.5%
488,956
+159,421
10
$42.7M 2.47%
107,838
-1,748
11
$42.4M 2.45%
58,366
-432
12
$36M 2.08%
+1,366,368
13
$35.9M 2.08%
1,737,770
+62,368
14
$35.1M 2.03%
1,743,862
+61,586
15
$29.6M 1.71%
507,202
-9,467
16
$27.9M 1.61%
398,653
-6,058
17
$27M 1.56%
1,439,334
+51,353
18
$26.2M 1.51%
69,236
-1,308
19
$24.2M 1.4%
980,515
+35,021
20
$22.4M 1.3%
125,251
-2,265
21
$22.1M 1.28%
110,938
-1,363
22
$20.2M 1.17%
1,080,157
+39,081
23
$20.1M 1.16%
1,039,021
+37,587
24
$20.1M 1.16%
13,632
+179
25
$19.6M 1.13%
284,454
+1,245
1
2 3 4 5