MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $884M
1-Year Est. Return 5.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$884M
AUM Growth
-$405M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$3.57M
3
+$2.96M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.15M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$314

Top Sells

1
+$30.5M
2
+$15.8M
3
+$12M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$9.91M
5
MELI icon
Mercado Libre
MELI
+$8.63M

Sector Composition

1 Technology 14.65%
2 Healthcare 13.14%
3 Consumer Discretionary 11.26%
4 Communication Services 11.1%
5 Financials 9.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.84T
$41.2M 4.66%
197,831
-71,581
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.53T
$35.6M 4.03%
124,260
-97,064
META icon
3
Meta Platforms (Facebook)
META
$1.54T
$31.2M 3.52%
54,454
-18,674
NFLX icon
4
Netflix
NFLX
$362B
$30.3M 3.42%
314,717
-2,147
VOO icon
5
Vanguard S&P 500 ETF
VOO
$981B
$24.6M 2.79%
41,241
-6,607
MELI icon
6
Mercado Libre
MELI
$87.7B
$20.9M 2.36%
12,085
-4,476
MA icon
7
Mastercard
MA
$438B
$19.2M 2.17%
38,418
-14,280
VRTX icon
8
Vertex Pharmaceuticals
VRTX
$111B
$19.1M 2.16%
42,836
-16,701
BKNG icon
9
Booking.com
BKNG
$132B
$18.4M 2.08%
109,075
-41,600
EQIX icon
10
Equinix
EQIX
$104B
$17.8M 2.02%
18,202
-6,720
BSCU icon
11
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.53B
$17.5M 1.98%
1,049,383
-341,157
BSCW icon
12
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.43B
$17.5M 1.97%
847,636
-275,849
TMO icon
13
Thermo Fisher Scientific
TMO
$183B
$16.2M 1.83%
32,993
-12,492
MYCF
14
State Street My2026 Corporate Bond ETF
MYCF
$46.2M
$15.5M 1.75%
616,725
-193,845
CRM icon
15
Salesforce
CRM
$172B
$14.7M 1.66%
78,533
-29,288
PANW icon
16
Palo Alto Networks
PANW
$245B
$14.3M 1.62%
89,220
-33,783
NOW icon
17
ServiceNow
NOW
$140B
$14.2M 1.61%
136,047
+56,772
SNEX icon
18
StoneX
SNEX
$9.14B
$14.2M 1.61%
176,266
-61,508
NEE icon
19
NextEra Energy
NEE
$175B
$14M 1.59%
150,982
-62,782
BMRN icon
20
BioMarin Pharmaceuticals
BMRN
$10.6B
$14M 1.58%
247,877
-82,976
DXCM icon
21
DexCom
DXCM
$29.1B
$13M 1.47%
206,321
-70,174
BSCX icon
22
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$1.03B
$11.5M 1.3%
543,485
-121,771
LEMB icon
23
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$735M
$11.1M 1.26%
273,039
+27,522
BSCV icon
24
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.71B
$10.8M 1.22%
654,597
-212,729
IBDU icon
25
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.78B
$10.7M 1.21%
461,783
-149,946
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