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
76
$3.62M 0.39%
123,139
+3,812
77
$3.6M 0.38%
163,249
+5,046
78
$3.45M 0.37%
49,705
+1,572
79
$3.44M 0.37%
21,023
+751
80
$3.29M 0.35%
43,702
+1,460
81
$3.29M 0.35%
44,848
+1,434
82
$3.24M 0.35%
97,424
-38,789
83
$3.23M 0.34%
86,264
+1,853
84
$3.07M 0.33%
39,032
+1,260
85
$3.01M 0.32%
39,947
-24,275
86
$2.96M 0.32%
67,012
+2,218
87
$2.94M 0.31%
133,582
+4,046
88
$2.89M 0.31%
137,262
+5,955
89
$2.87M 0.31%
79,222
+4,919
90
$2.75M 0.29%
86,579
+3,782
91
$2.73M 0.29%
78,509
+2,449
92
$2.72M 0.29%
320,267
+7,766
93
$2.68M 0.29%
34,236
+1,271
94
$2.57M 0.27%
31,246
+1,048
95
$2.53M 0.27%
15,361
-56,861
96
$2.45M 0.26%
31,044
-1,153
97
$2.32M 0.25%
393,706
+17,132
98
$2.29M 0.24%
+57,361
99
$2.27M 0.24%
42,446
+3,493
100
$2.26M 0.24%
43,988
+1,414
2 3
4
5 6