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
126
$431K 0.05%
+3,557
127
$431K 0.05%
+7,238
128
$422K 0.05%
+6,016
129
$411K 0.05%
+5,269
130
$396K 0.04%
+4,675
131
$386K 0.04%
+8,510
132
$330K 0.04%
+6,452
133
$330K 0.04%
+3,059
134
$312K 0.03%
+3,204
135
$309K 0.03%
+2,032
136
$266K 0.03%
+4,238
137
$244K 0.03%
+10,044
138
$241K 0.03%
+4,620
139
$1K ﹤0.01%
85,000
140
– –
-11,699
141
– –
-176,219
142
– –
-63,964
143
– –
-76,260
144
– –
-183,530
145
– –
-165,972
146
– –
-152,144
2 3 4 5
6