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
101
$2.23M 0.24%
23,098
+1,283
102
$2.19M 0.23%
14,433
+1,106
103
$1.91M 0.2%
15,564
+870
104
$1.8M 0.19%
91,115
+4,014
105
$1.8M 0.19%
11,052
+619
106
$1.73M 0.18%
71,408
+3,923
107
$1.67M 0.18%
+69,363
108
$1.57M 0.17%
52,689
+1,999
109
$1.55M 0.17%
33,920
+1,922
110
$1.53M 0.16%
103,714
+4,548
111
$1.5M 0.16%
26,541
+1,469
112
$1.36M 0.15%
33,169
+4,857
113
$1.08M 0.12%
10,334
+406
114
$1.06M 0.11%
16,947
+2,464
115
$907K 0.1%
14,891
+2,211
116
$830K 0.09%
10,835
+1,610
117
$821K 0.09%
7,122
+1,015
118
$797K 0.08%
9,482
+1,410
119
$780K 0.08%
12,545
+1,814
120
$777K 0.08%
12,340
+1,801
121
$765K 0.08%
8,813
+1,317
122
$761K 0.08%
6,597
+986
123
$725K 0.08%
17,488
+2,583
124
$722K 0.08%
6,302
+943
125
$636K 0.07%
8,713
+1,295
2 3 4
5
6