MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$911M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$9.31M
3
+$8.23M
4
CVS icon
CVS Health
CVS
+$6.66M
5
SPLK
Splunk Inc
SPLK
+$4.62M

Top Sells

1
+$19M
2
+$6.68M
3
+$5.24M
4
SCTY
SolarCity Corporation
SCTY
+$3.74M
5
TPH icon
Tri Pointe Homes
TPH
+$2.08M

Sector Composition

1 Consumer Discretionary 24.07%
2 Communication Services 10.16%
3 Technology 8.85%
4 Financials 7.54%
5 Healthcare 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.3M 1.13%
186,878
+149,094
27
$9.9M 1.09%
47,082
-100
28
$9.6M 1.05%
678,255
-6,405
29
$8.75M 0.96%
89,456
+35,488
30
$8.4M 0.92%
96,827
+4,314
31
$8.13M 0.89%
526,201
+25,546
32
$8.12M 0.89%
223,845
-1,555
33
$8.05M 0.88%
303,645
+14,732
34
$7.9M 0.87%
339,197
+172,684
35
$7.79M 0.85%
119,439
+4,569
36
$7.13M 0.78%
84,095
+4,533
37
$7.02M 0.77%
7,367
+77
38
$7.02M 0.77%
62,399
+596
39
$6.66M 0.73%
+69,558
40
$6.48M 0.71%
161,377
-166,564
41
$6.47M 0.71%
113,058
-2,842
42
$6.42M 0.7%
133,795
+9,194
43
$6.33M 0.69%
245,093
+9,240
44
$6.32M 0.69%
245,069
+9,234
45
$6.2M 0.68%
249,668
+9,415
46
$6.12M 0.67%
338,700
+10,335
47
$6.11M 0.67%
43,397
-387
48
$6.09M 0.67%
157,088
+10,729
49
$5.92M 0.65%
129,797
+7,564
50
$5.63M 0.62%
137,654
+4,280
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