MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.66B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
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
1
$34.2M 3.75%
598,198
+748
2
$32.7M 3.59%
286,119
+242
3
$29.3M 3.22%
819,300
+48,560
4
$25M 2.74%
1,161,462
+44,682
5
$24.1M 2.65%
1,121,905
+42,854
6
$23.9M 2.63%
1,103,158
+42,425
7
$23.8M 2.61%
1,108,612
+42,647
8
$23.7M 2.6%
1,108,356
+42,618
9
$23.5M 2.58%
1,030,950
+39,635
10
$22.2M 2.44%
1,008,404
+38,763
11
$21.2M 2.33%
330,235
+1,624
12
$17.3M 1.89%
149,840
-2,164
13
$17M 1.87%
13,634
+661
14
$16.7M 1.83%
482,780
-5,620
15
$16.6M 1.82%
454,277
+255,053
16
$16M 1.76%
669,744
+34,996
17
$14.9M 1.63%
+409,176
18
$13.7M 1.51%
120,876
+2,719
19
$13M 1.43%
162,896
+1,843
20
$12.6M 1.38%
143,257
+1,573
21
$12.1M 1.33%
73,397
+176
22
$11.9M 1.3%
213,028
+14,732
23
$11.4M 1.25%
141,448
+1,802
24
$11.2M 1.23%
52,768
+628
25
$10.7M 1.18%
209,922
+14,533
1
2 3 4 5