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
$1.96B
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$15.2M
3
+$13.2M
4
DMBS icon
DoubleLine Mortgage ETF
DMBS
+$13.2M
5
DXCM icon
DexCom
DXCM
+$13M

Top Sells

1
+$38.8M
2
+$17M
3
+$10.2M
4
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$8.84M
5
TSM icon
TSMC
TSM
+$7.4M

Sector Composition

1 Technology 16.4%
2 Consumer Discretionary 13.75%
3 Healthcare 13.02%
4 Communication Services 11.46%
5 Financials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$114M 5.82%
587,950
-14,397
2
$86.1M 4.39%
169,179
-9,310
3
$80.9M 4.13%
437,957
-9,057
4
$74.8M 3.81%
442,604
-11,148
5
$62.5M 3.19%
15,742
-304
6
$54.2M 2.76%
32,815
-1,239
7
$52.8M 2.69%
2,580,923
+48,468
8
$51.5M 2.62%
200,841
-5,146
9
$44.6M 2.27%
2,322,257
+792,548
10
$44.3M 2.26%
100,239
-1,689
11
$43.2M 2.2%
63,748
-1,433
12
$40.4M 2.06%
53,490
-747
13
$36.7M 1.87%
445,703
-13,032
14
$30.8M 1.57%
344,484
+7,365
15
$28.6M 1.46%
96,622
+2,212
16
$26.7M 1.36%
1,062,701
+19,935
17
$25.1M 1.28%
101,301
-2,158
18
$23.2M 1.18%
117,710
+2,559
19
$23.2M 1.18%
195,935
-4,111
20
$22.7M 1.16%
307,970
-6,490
21
$22.5M 1.15%
1,125,837
+21,126
22
$22.4M 1.14%
49,758
+610
23
$22.2M 1.13%
1,362,418
+497,191
24
$22.1M 1.13%
1,385,781
+508,737
25
$22.1M 1.13%
1,101,918
+409,876
1
2 3 4 5