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

Top Buys

1
+$13.4M
2
+$7.56M
3
+$6.75M
4
HSKA
Heska Corp
HSKA
+$4.07M
5
SPLK
Splunk Inc
SPLK
+$3.02M

Top Sells

1
+$20.6M
2
+$7.26M
3
+$6.41M
4
STAG icon
STAG Industrial
STAG
+$3.81M
5
AMGN icon
Amgen
AMGN
+$3.71M

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
1
$82.9M 5.19%
875,100
+1,680
2
$61.2M 3.84%
535,085
+2,478
3
$58.6M 3.67%
213,989
+9,745
4
$53.1M 3.33%
86,825
+4,928
5
$47.8M 2.99%
883,900
+5,140
6
$43.6M 2.73%
346,903
+24,036
7
$42.4M 2.66%
506,249
-8,772
8
$37M 2.32%
19,724
+159
9
$36.4M 2.28%
567,005
-41,207
10
$36.4M 2.28%
239,763
+8,025
11
$33.6M 2.1%
1,568,729
-57,135
12
$32.2M 2.02%
208,967
+9,215
13
$32.1M 2.01%
1,514,978
-55,179
14
$31.7M 1.99%
1,489,962
-52,997
15
$31.6M 1.98%
1,497,421
-53,262
16
$27.7M 1.74%
75,432
-1,456
17
$26.8M 1.68%
138,751
+1,983
18
$25.6M 1.6%
997,653
-36,328
19
$25.5M 1.6%
1,018,939
+70,709
20
$25.3M 1.58%
991,496
-36,102
21
$25M 1.56%
982,245
-35,765
22
$22.1M 1.38%
180,703
-2,045
23
$20.9M 1.31%
163,457
-1,956
24
$20.8M 1.3%
314,581
+1,440
25
$19.4M 1.21%
415,888
+2,054
1
2 3 4 5