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
126
$612K 0.07%
4,184
+628
127
$529K 0.06%
9,484
+1,412
128
$462K 0.05%
20,067
+2,997
129
$334K 0.04%
3,704
+549
130
$332K 0.04%
3,209
+484
131
$331K 0.04%
2,214
+335
132
$331K 0.04%
2,822
+424
133
$318K 0.03%
5,141
+774
134
$307K 0.03%
3,209
+484
135
$230K 0.02%
4,312
+633
136
$217K 0.02%
+3,129
137
$1K ﹤0.01%
85,000
138
– –
-81,601
139
– –
-26,282
140
– –
-61,610
141
– –
-152,701
142
– –
-30,614
143
– –
-101,952
144
– –
-104,208
145
– –
-227,155
146
– –
-130,374
147
– –
-75,380
148
– –
-1,011,097
149
– –
-245,318
150
$0 ﹤0.01%
+10,042
2 3 4 5
6