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
76
$3.33M 0.37%
44,866
+2,348
77
$3.19M 0.35%
130,275
+2,318
78
$3.19M 0.35%
123,018
+6,622
79
$3.07M 0.34%
33,826
+1,697
80
$3M 0.33%
138,383
+9,098
81
$2.99M 0.33%
329,307
+18,184
82
$2.97M 0.33%
78,466
+4,176
83
$2.93M 0.32%
49,709
+2,756
84
$2.92M 0.32%
133,520
+7,226
85
$2.83M 0.31%
81,860
+5,540
86
$2.82M 0.31%
154,670
-3,940
87
$2.82M 0.31%
39,069
+1,991
88
$2.79M 0.31%
82,807
+162
89
$2.76M 0.3%
153,563
+8,314
90
$2.74M 0.3%
299,750
-9,010
91
$2.71M 0.3%
27,797
+1,478
92
$2.62M 0.29%
+18,601
93
$2.61M 0.29%
91,606
+2,497
94
$2.57M 0.28%
129,741
+8,536
95
$2.57M 0.28%
226,256
+12,581
96
$2.54M 0.28%
45,122
+1,311
97
$2.54M 0.28%
44,034
+1,860
98
$2.52M 0.28%
30,801
+1,779
99
$2.48M 0.27%
33,486
+2,174
100
$2.48M 0.27%
32,244
+2,021
2 3
4
5 6