MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$12.4M
3
+$11.9M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.61M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$7.48M

Top Sells

1
+$17M
2
+$16.7M
3
+$9.69M
4
GMED icon
Globus Medical
GMED
+$8.6M
5
COO icon
Cooper Companies
COO
+$8.13M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 14.03%
3 Communication Services 12.55%
4 Financials 10.73%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.87M 0.23%
53,241
-9,634
102
$3.6M 0.22%
12,870
-2,620
103
$2.89M 0.17%
42,055
-7,342
104
$2.5M 0.15%
49,731
-11,346
105
$2.44M 0.15%
24,946
-4,041
106
$2.12M 0.13%
10,346
-7,389
107
$2.08M 0.13%
41,996
-9,753
108
$2M 0.12%
12,538
-1,788
109
$1.95M 0.12%
18,751
-5,785
110
$1.62M 0.1%
7,790
-1,122
111
$1.57M 0.09%
14,980
+246
112
$1.55M 0.09%
38,369
-3,318
113
$1.49M 0.09%
20,326
-2,861
114
$1.38M 0.08%
30,588
+2,200
115
$1.38M 0.08%
5,809
-674
116
$1.22M 0.07%
13,268
-1,890
117
$1.11M 0.07%
15,660
-2,652
118
$1.05M 0.06%
50,387
-7,231
119
$1.02M 0.06%
6,690
-951
120
$880K 0.05%
9,882
-1,604
121
$696K 0.04%
+6,035
122
$669K 0.04%
+3,796
123
$513K 0.03%
+8,030
124
$378K 0.02%
+5,253
125
$251K 0.02%
+900
2 3 4
5
6