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
$1.36B
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Sells

1 +$31.6M
2 +$7.48M
3 +$5.78M
4
GHDX
Genomic Health, Inc.
GHDX
+$5.37M
5
KS
KapStone Paper and Pack Corp.
KS
+$4.76M

Sector Composition

1 Consumer Discretionary 17.95%
2 Technology 14.75%
3 Healthcare 9.56%
4 Financials 8.95%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$17.2M 1.27%
156,623
+1,593
27
$16.5M 1.22%
67,600
-359
28
$14.7M 1.08%
182,944
+37,701
29
$14.5M 1.07%
328,974
-354
30
$14.2M 1.05%
81,177
+5,640
31
$14.1M 1.04%
97,232
-2,008
32
$12.3M 0.91%
118,495
+8,309
33
$12.3M 0.91%
106,876
+7,312
34
$11.4M 0.84%
496,348
-75,150
35
$11.4M 0.84%
210,780
+14,159
36
$11.2M 0.82%
54,958
+20,887
37
$11.1M 0.82%
470,685
+42,002
38
$10.8M 0.8%
59,855
+1,630
39
$10.5M 0.77%
181,470
+12,686
40
$10.4M 0.77%
364,766
+9,733
41
$10.2M 0.75%
190,170
-3,277
42
$10.2M 0.75%
178,320
+13,148
43
$10M 0.74%
95,102
+38,784
44
$10M 0.74%
179,583
+12,079
45
$9.26M 0.68%
451,600
+30,584
46
$8.97M 0.66%
37,384
+2,810
47
$8.69M 0.64%
80,908
+6,101
48
$8.31M 0.61%
151,271
+16,076
49
$8.17M 0.6%
325,264
+28,995
50
$8.12M 0.6%
80,848
+112