MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.47B
1-Year Est. Return
13.83%
1 Year Est. Return
+13.83%
AUM
$1.47B
AUM Growth
-$183M
(-11%)
Holding
135
Top Buys
| 1 | +$18.3M | |
| 2 | +$14.4M | |
| 3 | +$11.6M | |
| 4 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
+$11.5M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$6.83M |
Top Sells
| 1 | +$22M | |
| 2 | +$20.8M | |
| 3 | +$20.3M | |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$13.2M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$11.2M |
Sector Composition
| 1 | Technology | 16.79% |
| 2 | Consumer Discretionary | 12.42% |
| 3 | Healthcare | 12.33% |
| 4 | Communication Services | 11.7% |
| 5 | Financials | 10.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Amazon
AMZN
$2.5T
| $69.9M | 4.74% |
318,142
-42,852
|
|
||
|
2
Alphabet (Google) Class C
GOOG
$3.8T
| $63.5M | 4.31% |
260,924
-46,137
|
|
||
3
Meta Platforms (Facebook)
META
$1.62T
| $63.2M | 4.29% |
86,050
-29,991
|
|
||
4
Mercado Libre
MELI
$105B
| $45.1M | 3.06% |
19,288
-2,554
|
|
||
5
Netflix
NFLX
$462B
| $44.9M | 3.05% |
374,520
-71,200
|
|
||
6
Booking.com
BKNG
$158B
| $39M | 2.64% |
7,216
-3,851
|
|
||
7
Mastercard
MA
$488B
| $35.8M | 2.43% |
62,877
-8,589
|
|
||
8
Salesforce
CRM
$222B
| $30.2M | 2.05% |
127,445
-11,485
|
|
||
9
Palo Alto Networks
PANW
$131B
| $29.6M | 2.01% |
145,571
-20,213
|
|
||
|
10
Vertex Pharmaceuticals
VRTX
$108B
| $27.9M | 1.89% |
71,349
+17,436
|
|
||
11
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.1B
| $26.8M | 1.81% |
1,582,992
-169,495
|
|
||
12
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.17B
| $26.7M | 1.81% |
1,279,472
-136,807
|
|
||
13
Thermo Fisher Scientific
TMO
$220B
| $26M | 1.76% |
53,611
+29,697
|
|
||
14
Equinix
EQIX
$72B
| $23.6M | 1.6% |
30,143
-4,449
|
|
||
15
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.37B
| $23.4M | 1.58% |
1,129,326
-102,949
|
|
||
16
BioMarin Pharmaceuticals
BMRN
$10.6B
| $22.5M | 1.53% |
415,876
-60,073
|
|
||
17
CoStar Group
CSGP
$28.8B
| $21.6M | 1.46% |
255,853
-35,342
|
|
||
18
NextEra Energy
NEE
$176B
| $19.5M | 1.32% |
257,763
-40,436
|
|
||
19
Brown & Brown
BRO
$27.7B
| $19M | 1.29% |
202,822
-24,091
|
|
||
20
StoneX
SNEX
$4.58B
| $18.5M | 1.26% |
183,544
-22,172
|
|
||
21
ServiceNow
NOW
$171B
| $18.3M | 1.24% |
+19,926
|
|
||
22
Datadog
DDOG
$55.4B
| $16.9M | 1.15% |
118,714
-15,817
|
|
||
23
Broadridge
BR
$26.4B
| $16.6M | 1.13% |
69,748
-18,360
|
|
||
24
Microsoft
MSFT
$3.62T
| $16.5M | 1.12% |
31,833
-4,766
|
|
||
25
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.4B
| $16.5M | 1.12% |
987,061
-105,636
|
|