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
$1.99B
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$12.6M
3
+$12.1M
4
TRU icon
TransUnion
TRU
+$10.8M
5
BRBR icon
BellRing Brands
BRBR
+$10.3M

Top Sells

1
+$35.9M
2
+$9.21M
3
+$7.23M
4
AXON icon
Axon Enterprise
AXON
+$6.75M
5
TSM icon
TSMC
TSM
+$6.63M

Sector Composition

1 Technology 14.91%
2 Consumer Discretionary 13.79%
3 Healthcare 12%
4 Financials 11.2%
5 Communication Services 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$105M 5.25%
561,224
-26,726
2
$92.7M 4.65%
161,970
-7,209
3
$70M 3.51%
418,836
-19,121
4
$63.7M 3.2%
15,128
-614
5
$63M 3.16%
30,678
-2,137
6
$52.4M 2.63%
191,394
-9,447
7
$51M 2.56%
2,471,417
-109,506
8
$47.5M 2.38%
96,219
-4,020
9
$45.7M 2.29%
51,453
-2,037
10
$43.5M 2.18%
2,226,102
-96,155
11
$43.2M 2.17%
60,954
-2,794
12
$39.8M 2%
232,660
-209,944
13
$31.9M 1.6%
79,737
-16,885
14
$30.2M 1.51%
291,156
-53,328
15
$29.8M 1.5%
424,597
-21,106
16
$29.8M 1.5%
686,613
+340,749
17
$29.8M 1.49%
394,453
+86,483
18
$27M 1.35%
96,944
-4,357
19
$24.7M 1.24%
114,769
-2,941
20
$22.3M 1.12%
48,556
-58
21
$22.3M 1.12%
1,061,760
-40,158
22
$22.3M 1.12%
1,335,271
-50,510
23
$22.3M 1.12%
1,312,819
-49,599
24
$22.2M 1.11%
1,078,207
-47,630
25
$21.3M 1.07%
185,127
+73,547
1
2 3 4 5