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
$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
1
$38.6M 4.11%
1,028,820
+224,960
2
$34.2M 3.64%
615,917
+24,353
3
$33.1M 3.53%
287,617
+2,041
4
$24.9M 2.65%
1,188,882
+25,184
5
$24.4M 2.6%
632,620
+156,360
6
$24.1M 2.57%
1,148,196
+23,154
7
$24.1M 2.56%
1,135,968
+25,799
8
$24M 2.56%
1,136,293
+24,702
9
$23.9M 2.55%
1,129,190
+23,918
10
$23.9M 2.55%
1,056,606
+23,990
11
$20.9M 2.23%
14,243
+1,004
12
$19.5M 2.08%
674,856
+11,008
13
$19.2M 2.05%
149,317
+858
14
$18.1M 1.92%
457,575
+5,068
15
$16.2M 1.72%
163,785
+2,347
16
$16M 1.7%
333,604
+1,079
17
$15.3M 1.63%
330,678
+1,832
18
$15.1M 1.61%
146,093
+1,543
19
$14M 1.49%
256,423
+44,005
20
$14M 1.49%
225,500
+9,811
21
$13.7M 1.46%
74,978
+29,117
22
$13.6M 1.45%
141,776
+1,841
23
$13.6M 1.45%
267,992
+81,533
24
$11.2M 1.19%
218,542
+135,111
25
$10.8M 1.16%
52,851
+809
1
2 3 4 5