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
$1.94B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$20M
3
+$17.6M
4
DHR icon
Danaher
DHR
+$14.5M
5
TOST icon
Toast
TOST
+$11.8M

Top Sells

1
+$55.6M
2
+$28.9M
3
+$21.5M
4
MBB icon
iShares MBS ETF
MBB
+$13M
5
COST icon
Costco
COST
+$8.55M

Sector Composition

1 Technology 16.81%
2 Consumer Discretionary 13.67%
3 Healthcare 11.06%
4 Communication Services 10.89%
5 Financials 9.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$109M 5.61%
602,347
-18,373
2
$86.7M 4.48%
178,489
-5,170
3
$68.1M 3.52%
447,014
-12,168
4
$64.5M 3.33%
453,752
-151,170
5
$62M 3.2%
205,987
-6,019
6
$58.2M 3.01%
16,046
-400
7
$51.7M 2.67%
2,532,455
+104,667
8
$51.5M 2.66%
34,054
-1,107
9
$49.1M 2.54%
101,928
-2,346
10
$44.8M 2.31%
54,237
-1,160
11
$40.1M 2.07%
458,735
-11,554
12
$39.6M 2.05%
65,181
-1,793
13
$38.8M 2%
1,848,215
+64,293
14
$30.4M 1.57%
314,460
+87,261
15
$29.5M 1.53%
94,410
-14,268
16
$29.5M 1.52%
337,119
-49,766
17
$29.4M 1.52%
1,529,709
+58,702
18
$26.1M 1.35%
1,042,766
+25,289
19
$25.8M 1.33%
103,459
+58,165
20
$23.6M 1.22%
115,151
-2,542
21
$22.2M 1.15%
1,104,711
+44,038
22
$21.6M 1.12%
279,690
-1,881
23
$21.3M 1.1%
+200,046
24
$21.2M 1.09%
36,428
+16,487
25
$20.7M 1.07%
49,148
+222
1
2 3 4 5