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
51
$5.27M 0.56%
137,156
-400
52
$5.18M 0.55%
321,325
+10,623
53
$5.14M 0.55%
+75,114
54
$5.11M 0.54%
214,048
+7,325
55
$4.98M 0.53%
41,504
+9,561
56
$4.92M 0.52%
329,639
+10,206
57
$4.78M 0.51%
198,961
-20,644
58
$4.7M 0.5%
46,514
+19,644
59
$4.64M 0.49%
306,250
+150,685
60
$4.63M 0.49%
159,360
+387
61
$4.62M 0.49%
26,930
+721
62
$4.32M 0.46%
98,836
+3,176
63
$4.19M 0.45%
26,142
+955
64
$4.06M 0.43%
345,053
+15,171
65
$4.05M 0.43%
27,357
+9,074
66
$4.04M 0.43%
48,121
+2,260
67
$4.03M 0.43%
161,643
+57,537
68
$4.03M 0.43%
75,765
+3,257
69
$4M 0.43%
109,763
+493
70
$3.99M 0.42%
91,442
-229
71
$3.98M 0.42%
188,327
+5,894
72
$3.94M 0.42%
40,144
+8,712
73
$3.75M 0.4%
302,790
+3,060
74
$3.65M 0.39%
240,276
+10,500
75
$3.64M 0.39%
275,665
+9,968
1 2
3
4 5