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
$935M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.25M
3
+$6.91M
4
PANW icon
Palo Alto Networks
PANW
+$6.31M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.03M

Top Sells

1
+$22.3M
2
+$9.35M
3
+$8M
4
CMI icon
Cummins
CMI
+$7.89M
5
BSJG
Guggenheim BulletShares 2016 High Yield Corporate Bond ETF
BSJG
+$6.33M

Sector Composition

1 Consumer Discretionary 22.83%
2 Technology 12.75%
3 Communication Services 9.59%
4 Financials 8.4%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.5M 1.12%
416,784
+5,814
27
$10.4M 1.11%
530,154
+7,989
28
$9.31M 0.99%
89,326
+934
29
$9.18M 0.98%
311,901
+6,334
30
$8.94M 0.95%
57,280
+927
31
$8.79M 0.94%
83,138
-37,536
32
$8.06M 0.86%
221,035
+1,144
33
$7.95M 0.85%
119,968
+731
34
$7.74M 0.82%
77,373
+2,675
35
$7.59M 0.81%
122,681
+1,834
36
$7.28M 0.78%
141,527
+6,040
37
$7.25M 0.77%
+116,807
38
$7.04M 0.75%
98,910
+1,637
39
$7.01M 0.75%
7,747
+219
40
$6.81M 0.73%
79,619
+543
41
$6.5M 0.69%
166,157
+7,058
42
$6.49M 0.69%
251,323
+5,970
43
$6.44M 0.69%
255,620
+5,128
44
$6.41M 0.68%
114,396
+717
45
$6.33M 0.67%
131,182
+4,245
46
$6.31M 0.67%
+302,712
47
$6.28M 0.67%
338,055
-765
48
$5.59M 0.6%
476,104
+10,944
49
$5.54M 0.59%
70,168
+830
50
$5.37M 0.57%
186,745
+8,093
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