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
51
$5.59M 0.61%
122,786
+4,993
52
$5.43M 0.6%
79,792
+3,056
53
$5.02M 0.55%
317,827
+18,858
54
$5.01M 0.55%
210,462
+13,095
55
$4.96M 0.54%
447,024
+30,232
56
$4.94M 0.54%
76,317
+4,530
57
$4.74M 0.52%
75,325
+2,476
58
$4.65M 0.51%
98,163
+7,196
59
$4.63M 0.51%
176,452
+11,497
60
$4.62M 0.51%
+85,315
61
$4.54M 0.5%
107,661
+5,894
62
$4.45M 0.49%
88,912
+4,776
63
$4.39M 0.48%
66,111
+3,528
64
$4.25M 0.47%
99,060
+4,892
65
$4.08M 0.45%
111,331
-904
66
$4.07M 0.45%
187,999
+10,011
67
$3.93M 0.43%
232,338
-257
68
$3.93M 0.43%
31,704
+2,045
69
$3.85M 0.42%
326,118
+16,478
70
$3.83M 0.42%
24,415
+232
71
$3.77M 0.41%
227,376
+13,912
72
$3.73M 0.41%
71,623
+4,816
73
$3.63M 0.4%
321,930
+104,539
74
$3.59M 0.39%
45,450
+2,990
75
$3.4M 0.37%
66,066
+42,718
1 2
3
4 5