MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $884M
1-Year Est. Return 5.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$13.8M
3
+$11.6M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$11.3M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$7.29M

Top Sells

1
+$22.3M
2
+$21.5M
3
+$20.3M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$13.1M
5
FAST icon
Fastenal
FAST
+$10.3M

Sector Composition

1 Technology 16.79%
2 Consumer Discretionary 12.42%
3 Healthcare 12.33%
4 Communication Services 11.7%
5 Financials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.9M 4.74%
318,142
-42,852
2
$63.5M 4.31%
260,924
-46,137
3
$63.2M 4.29%
86,050
-29,991
4
$45.1M 3.06%
19,288
-2,554
5
$44.9M 3.05%
374,520
-71,200
6
$39M 2.64%
180,400
-96,275
7
$35.8M 2.43%
62,877
-8,589
8
$30.2M 2.05%
127,445
-11,485
9
$29.6M 2.01%
145,571
-20,213
10
$27.9M 1.89%
71,349
+17,436
11
$26.8M 1.81%
1,582,992
-169,495
12
$26.7M 1.81%
1,279,472
-136,807
13
$26M 1.76%
53,611
+29,697
14
$23.6M 1.6%
30,143
-4,449
15
$23.4M 1.58%
1,129,326
-102,949
16
$22.5M 1.53%
415,876
-60,073
17
$21.6M 1.46%
255,853
-35,342
18
$19.5M 1.32%
257,763
-40,436
19
$19M 1.29%
202,822
-24,091
20
$18.5M 1.26%
275,316
-33,258
21
$18.3M 1.24%
+99,630
22
$16.9M 1.15%
118,714
-15,817
23
$16.6M 1.13%
69,748
-18,360
24
$16.5M 1.12%
31,833
-4,766
25
$16.5M 1.12%
987,061
-105,636
1
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