MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.4M
3
+$11.9M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.61M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$7.48M

Top Sells

1
+$17M
2
+$16.7M
3
+$9.69M
4
GMED icon
Globus Medical
GMED
+$8.6M
5
COO icon
Cooper Companies
COO
+$8.13M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 14.03%
3 Communication Services 12.55%
4 Financials 10.73%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.1M 1.09%
134,531
-16,266
27
$18.1M 1.09%
1,092,697
-117,825
28
$17.8M 1.08%
36,718
-5,909
29
$17.3M 1.04%
390,331
-41,439
30
$17.2M 1.04%
735,362
-78,210
31
$15.7M 0.95%
50,840
-6,457
32
$14.5M 0.88%
25,563
-4,430
33
$14.2M 0.86%
165,931
-28,768
34
$14M 0.84%
70,876
-10,030
35
$13.7M 0.83%
6,851
-1,130
36
$12.8M 0.77%
43,543
-4,560
37
$12.8M 0.77%
+255,261
38
$12.7M 0.76%
+596,948
39
$12.5M 0.75%
56,566
-9,174
40
$12.3M 0.74%
584,669
-61,951
41
$12M 0.73%
1,082,670
+188,199
42
$12M 0.72%
639,859
-68,636
43
$11.9M 0.72%
113,555
-11,912
44
$11.8M 0.71%
240,586
-25,943
45
$11.8M 0.71%
226,595
-24,441
46
$11.7M 0.71%
19,720
-2,071
47
$11.6M 0.7%
209,780
-51,630
48
$11M 0.66%
46,736
-4,923
49
$10.9M 0.66%
31,337
-3,633
50
$10.9M 0.66%
366,608
+102,749
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