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
$1.59B
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$7.56M
3
+$6.75M
4
HSKA
Heska Corp
HSKA
+$4.07M
5
SPLK
Splunk Inc
SPLK
+$3.02M

Top Sells

1
+$20.6M
2
+$7.26M
3
+$6.41M
4
STAG icon
STAG Industrial
STAG
+$3.81M
5
AMGN icon
Amgen
AMGN
+$3.71M

Sector Composition

1 Consumer Discretionary 17.72%
2 Technology 14.58%
3 Healthcare 11.59%
4 Financials 9.33%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19M 1.19%
324,978
+1,462
27
$18.9M 1.18%
71,454
-13,178
28
$18.4M 1.15%
188,714
-157
29
$18.2M 1.14%
139,146
-151
30
$18.1M 1.14%
110,932
-1,131
31
$17.5M 1.1%
85,723
-2,062
32
$16.9M 1.06%
797,656
-28,056
33
$16M 1%
189,760
-2,404
34
$13.4M 0.84%
+113,834
35
$12.6M 0.79%
254,252
+11,868
36
$12.4M 0.78%
503,026
-5,587
37
$11.9M 0.75%
84,479
-1,069
38
$11.5M 0.72%
128,284
-1,492
39
$11.4M 0.71%
241,892
+1,319
40
$11.4M 0.71%
174,818
+798
41
$10.9M 0.68%
202,904
-2,316
42
$10.8M 0.68%
450,358
-16,909
43
$10.8M 0.68%
452,524
-16,980
44
$10.5M 0.66%
158,293
-2,000
45
$10.4M 0.65%
520,361
-104,969
46
$9.75M 0.61%
92,236
-1,059
47
$9.64M 0.6%
42,518
-28,261
48
$9.6M 0.6%
461,033
-3,488
49
$9.25M 0.58%
196,512
+56,325
50
$9.13M 0.57%
58,519
-739
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