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
$1.66B
AUM Growth
-$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$12.7M
3
+$11.9M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$9.29M
5
MYCF
SPDR SSGA My2026 Corporate Bond ETF
MYCF
+$7.44M

Top Sells

1
+$17M
2
+$16.7M
3
+$10.7M
4
META icon
Meta Platforms (Facebook)
META
+$9.18M
5
BKNG icon
Booking.com
BKNG
+$8.9M

Sector Composition

1 Technology 15.94%
2 Consumer Discretionary 14.03%
3 Communication Services 12.55%
4 Financials 10.73%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
1
Meta Platforms (Facebook)
META
$1.79T
$85.6M 5.17%
116,041
-12,437
AMZN icon
2
Amazon
AMZN
$2.29T
$79.2M 4.78%
360,994
-48,981
BKNG icon
3
Booking.com
BKNG
$161B
$64.1M 3.87%
11,067
-1,538
NFLX icon
4
Netflix
NFLX
$503B
$59.7M 3.6%
44,572
-5,998
MELI icon
5
Mercado Libre
MELI
$104B
$57.1M 3.44%
21,842
-2,897
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.05T
$54.5M 3.29%
307,061
-41,048
MA icon
7
Mastercard
MA
$497B
$40.2M 2.42%
71,466
-9,704
CRM icon
8
Salesforce
CRM
$234B
$37.9M 2.29%
138,930
-18,683
PANW icon
9
Palo Alto Networks
PANW
$139B
$33.9M 2.05%
165,784
-23,413
BSCU icon
10
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
$29.4M 1.77%
1,752,487
-187,508
BSCW icon
11
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.06B
$29.2M 1.76%
1,416,279
-151,742
AXON icon
12
Axon Enterprise
AXON
$51.2B
$28.1M 1.7%
33,952
-4,041
EQIX icon
13
Equinix
EQIX
$79.5B
$27.5M 1.66%
34,592
-4,896
BMRN icon
14
BioMarin Pharmaceuticals
BMRN
$10.2B
$26.2M 1.58%
475,949
+126,970
BSCP icon
15
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$25.5M 1.54%
1,232,275
-821,198
BRO icon
16
Brown & Brown
BRO
$28.8B
$25.2M 1.52%
226,913
-26,530
BSCS icon
17
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.81B
$25M 1.51%
1,221,193
-389,151
SHYG icon
18
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.32B
$24.9M 1.51%
578,233
-61,819
VRTX icon
19
Vertex Pharmaceuticals
VRTX
$105B
$24M 1.45%
53,913
+20,864
CSGP icon
20
CoStar Group
CSGP
$31.5B
$23.4M 1.41%
291,195
-39,380
DXCM icon
21
DexCom
DXCM
$26B
$21.7M 1.31%
248,253
-3,038
BR icon
22
Broadridge
BR
$26.4B
$21.4M 1.29%
88,108
-10,178
NEE icon
23
NextEra Energy
NEE
$175B
$20.7M 1.25%
298,199
+171,485
SNEX icon
24
StoneX
SNEX
$5.23B
$18.7M 1.13%
205,716
-21,817
MSFT icon
25
Microsoft
MSFT
$3.8T
$18.2M 1.1%
36,599
-5,823
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