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
126
$57.5K ﹤0.01%
10,000
127
– –
-413,495
128
– –
-117,534
129
– –
-274,663
130
– –
-13,022
131
– –
-191,983
132
– –
-276,344
133
– –
-96,407
134
– –
-71,213
135
– –
-117,985
136
– –
-90,823
137
– –
-146,480
2 3 4 5
6