MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$12.1M
3
+$8.69M
4
PEN icon
Penumbra
PEN
+$7.3M
5
FTDR icon
Frontdoor
FTDR
+$5.61M

Top Sells

1
+$23.4M
2
+$11.3M
3
+$11.1M
4
EMN icon
Eastman Chemical
EMN
+$9.16M
5
META icon
Meta Platforms (Facebook)
META
+$8.63M

Sector Composition

1 Technology 15.8%
2 Healthcare 14.29%
3 Consumer Discretionary 11.9%
4 Communication Services 11.53%
5 Financials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$3.71T
$69.5M 5.39%
221,324
-39,600
AMZN icon
2
Amazon
AMZN
$2.24T
$62.2M 4.82%
269,412
-48,730
META icon
3
Meta Platforms (Facebook)
META
$1.65T
$48.3M 3.74%
73,128
-12,922
MELI icon
4
Mercado Libre
MELI
$90.1B
$33.4M 2.59%
16,561
-2,727
BKNG icon
5
Booking.com
BKNG
$132B
$32.3M 2.5%
6,027
-1,189
MA icon
6
Mastercard
MA
$465B
$30.1M 2.33%
52,698
-10,179
VOO icon
7
Vanguard S&P 500 ETF
VOO
$855B
$30M 2.33%
47,848
+22,658
NFLX icon
8
Netflix
NFLX
$410B
$29.7M 2.3%
316,864
-57,656
CRM icon
9
Salesforce
CRM
$181B
$28.6M 2.22%
107,821
-19,624
VRTX icon
10
Vertex Pharmaceuticals
VRTX
$123B
$27M 2.09%
59,537
-11,812
TMO icon
11
Thermo Fisher Scientific
TMO
$191B
$26.4M 2.04%
45,485
-8,126
BSCU icon
12
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.45B
$23.5M 1.82%
1,390,540
-192,452
BSCW icon
13
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.4B
$23.5M 1.82%
1,123,485
-155,987
PANW icon
14
Palo Alto Networks
PANW
$123B
$22.7M 1.76%
123,003
-22,568
MYCF
15
State Street My2026 Corporate Bond ETF
MYCF
$50M
$20.3M 1.57%
810,570
+346,500
BMRN icon
16
BioMarin Pharmaceuticals
BMRN
$11.5B
$19.7M 1.53%
330,853
-85,023
EQIX icon
17
Equinix
EQIX
$94.9B
$19.1M 1.48%
24,922
-5,221
DXCM icon
18
DexCom
DXCM
$28.4B
$18.4M 1.42%
276,495
+58,495
ATEC icon
19
Alphatec Holdings
ATEC
$2B
$17.6M 1.37%
837,084
-130,852
NEE icon
20
NextEra Energy
NEE
$193B
$17.2M 1.33%
213,764
-43,999
SNEX icon
21
StoneX
SNEX
$6.85B
$15.1M 1.17%
158,516
-25,028
BSCV icon
22
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.63B
$14.5M 1.12%
867,326
-119,735
IBDU icon
23
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.66B
$14.3M 1.11%
611,729
-83,760
BSCX icon
24
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$929M
$14.3M 1.11%
665,256
+124,863
DDOG icon
25
Datadog
DDOG
$39.2B
$13.9M 1.08%
102,341
-16,373
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