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
76
$5.72M 0.36%
298,150
-5,853
77
$5.65M 0.35%
11,198
+539
78
$5.57M 0.35%
66,042
-835
79
$5.57M 0.35%
26,113
+1,730
80
$4.7M 0.29%
4,312
-711
81
$4.57M 0.29%
185,700
-1,815
82
$4.54M 0.28%
114,373
-226
83
$4.54M 0.28%
136,568
+7,654
84
$4.51M 0.28%
502,615
-8,928
85
$4.48M 0.28%
16,637
-380
86
$4.38M 0.27%
16,586
-3,324
87
$4.35M 0.27%
94,963
-1,375
88
$4.09M 0.26%
110,723
-222
89
$4.07M 0.26%
+47,811
90
$3.98M 0.25%
198,462
-399
91
$3.49M 0.22%
47,559
-465
92
$2.93M 0.18%
132,587
+606
93
$2.61M 0.16%
22,234
+356
94
$2.09M 0.13%
14,935
+1,042
95
$1.91M 0.12%
24,750
+158
96
$1.88M 0.12%
22,633
+910
97
$1.41M 0.09%
17,103
-6,604
98
$1.4M 0.09%
20,434
-150
99
$1.32M 0.08%
6,797
-80
100
$1.29M 0.08%
30,898
+1,189
2 3
4
5 6