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
101
$1.28M 0.08%
7,656
-35
102
$1.26M 0.08%
15,123
-112
103
$1.16M 0.07%
31,389
-225
104
$1.06M 0.07%
9,705
-71
105
$1.03M 0.06%
7,370
-103
106
$1.02M 0.06%
8,907
-66
107
$980K 0.06%
9,491
-70
108
$951K 0.06%
5,159
-20,115
109
$912K 0.06%
17,901
-232
110
$811K 0.05%
19,078
+322
111
$736K 0.05%
14,931
+6,169
112
$460K 0.03%
4,516
+79
113
$437K 0.03%
20,075
+6,830
114
$407K 0.03%
2,597
-70
115
$394K 0.02%
2,903
-18,582
116
$366K 0.02%
5,712
+100
117
$362K 0.02%
12,833
-71,414
118
$354K 0.02%
8,310
+145
119
$332K 0.02%
2,288
-18
120
$298K 0.02%
3,404
-104
121
$282K 0.02%
5,602
+96
122
$242K 0.02%
3,813
-26,161
123
$210K 0.01%
3,928
+68
124
– –
-17,332
125
– –
0
2 3 4
5
6