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
51
$10.4M 0.63%
154,586
-17,984
52
$10.4M 0.63%
110,884
-11,715
53
$10.3M 0.62%
177,722
+25,503
54
$10.2M 0.62%
23,111
-2,689
55
$10.1M 0.61%
152,244
-61,308
56
$10M 0.6%
94,985
-9,926
57
$10M 0.6%
275,082
+125,486
58
$9.74M 0.59%
452,193
-47,584
59
$9.7M 0.59%
23,914
-2,955
60
$9.67M 0.58%
66,507
+7,778
61
$9.52M 0.57%
65,451
-10,373
62
$9.47M 0.57%
40,304
-4,228
63
$9.45M 0.57%
26,490
-4,434
64
$9.37M 0.57%
92,509
-9,469
65
$9.31M 0.56%
221,652
-36,210
66
$8.87M 0.53%
67,325
-6,967
67
$8.85M 0.53%
243,905
-25,704
68
$8.73M 0.53%
154,278
-72,857
69
$8.53M 0.51%
114,220
+33,940
70
$8.23M 0.5%
44,094
-7,577
71
$8.06M 0.49%
51,039
+35,162
72
$7.85M 0.47%
327,277
-53,831
73
$7.75M 0.47%
74,527
+11,053
74
$7.44M 0.45%
+296,563
75
$7.43M 0.45%
152,529
-16,254
1 2
3
4 5