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
$849M
AUM Growth
+$7.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.54M
3
+$2.29M
4
CMP icon
Compass Minerals
CMP
+$2.24M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.58M

Top Sells

1
+$12.3M
2
+$11.3M
3
+$3.51M
4
BRG
BG GROUP PLC ADS(RP 5 ORD SHS)
BRG
+$3.04M
5
ATVI
Activision Blizzard
ATVI
+$2.23M

Sector Composition

1 Consumer Discretionary 23.25%
2 Communication Services 12.62%
3 Technology 9.23%
4 Healthcare 6.52%
5 Financials 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,700
127
– –
-73,479
128
– –
-366,386
129
– –
-1,507,693
130
– –
-57,712
131
– –
-209,388
2 3 4 5
6