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
$1.59B
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$7.55M
3 +$6.09M
4
HSKA
Heska Corp
HSKA
+$3.73M
5
SPLK
Splunk Inc
SPLK
+$3.05M

Top Sells

1 +$20.6M
2 +$7.26M
3 +$5.8M
4
STAG icon
STAG Industrial
STAG
+$3.74M
5
AMGN icon
Amgen
AMGN
+$3.6M

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
126
-62,507
127
-17,332