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
101
$2.41M 0.26%
14,929
+766
102
$2.41M 0.26%
78,620
+4,201
103
$2.38M 0.26%
31,531
+1,830
104
$2.36M 0.26%
+264,273
105
$2.36M 0.26%
51,841
+3,451
106
$2.29M 0.25%
69,957
+4,131
107
$2.12M 0.23%
163,051
+8,872
108
$1.84M 0.2%
32,912
+5,588
109
$1.75M 0.19%
371,988
+24,495
110
$1.74M 0.19%
11,510
+1,770
111
$1.73M 0.19%
86,143
+5,110
112
$1.69M 0.19%
156,200
-331
113
$1.51M 0.17%
20,568
+1,672
114
$1.45M 0.16%
10,001
+129
115
$1.44M 0.16%
13,852
+1,044
116
$1.37M 0.15%
98,058
+5,966
117
$1.33M 0.15%
+50,532
118
$1.3M 0.14%
63,698
+4,629
119
$1.25M 0.14%
9,823
+647
120
$1.22M 0.13%
23,630
+1,937
121
$1.09M 0.12%
30,131
+2,283
122
$644K 0.07%
24,773
+1,967
123
$603K 0.07%
+8,279
124
$597K 0.07%
+16,308
125
$434K 0.05%
+4,282
2 3 4
5
6