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
51
$8.9M 0.56%
39,634
-503
52
$8.86M 0.56%
190,930
-2,448
53
$8.73M 0.55%
186,404
+62,890
54
$8.58M 0.54%
336,114
+1,538
55
$8.56M 0.54%
109,957
-1,760
56
$8.56M 0.54%
334,605
+1,530
57
$8.53M 0.53%
334,477
+99,936
58
$8.31M 0.52%
179,807
+823
59
$8.16M 0.51%
151,991
-43,213
60
$7.92M 0.5%
84,408
-1,110
61
$7.72M 0.48%
57,622
+2,778
62
$7.64M 0.48%
468,948
+8,276
63
$7.57M 0.47%
65,274
-319
64
$7.56M 0.47%
+178,875
65
$7.35M 0.46%
187,716
+859
66
$7.23M 0.45%
325,498
-5,826
67
$7.07M 0.44%
79,833
-211
68
$7.01M 0.44%
57,870
-617
69
$6.86M 0.43%
50,412
-637
70
$6.75M 0.42%
+42,155
71
$6.74M 0.42%
115,351
-2,102
72
$6.7M 0.42%
51,401
+2,360
73
$6.7M 0.42%
86,398
-490
74
$6.6M 0.41%
110,209
+504
75
$5.97M 0.37%
197,601
-126,035
1 2
3
4 5