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
DDOG icon
26
Datadog
DDOG
$53.3B
$18.1M 1.09%
134,531
-16,266
BSCV icon
27
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.26B
$18.1M 1.09%
1,092,697
-117,825
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.06T
$17.8M 1.08%
36,718
-5,909
TOST icon
29
Toast
TOST
$21.9B
$17.3M 1.04%
390,331
-41,439
IBDU icon
30
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.94B
$17.2M 1.04%
735,362
-78,210
ADSK icon
31
Autodesk
ADSK
$64.7B
$15.7M 0.95%
50,840
-6,457
VOO icon
32
Vanguard S&P 500 ETF
VOO
$757B
$14.5M 0.88%
25,563
-4,430
DFJ icon
33
WisdomTree Japan SmallCap Dividend Fund
DFJ
$311M
$14.2M 0.86%
165,931
-28,768
DHR icon
34
Danaher
DHR
$150B
$14M 0.84%
70,876
-10,030
MKL icon
35
Markel Group
MKL
$23.9B
$13.7M 0.83%
6,851
-1,130
FN icon
36
Fabrinet
FN
$14.6B
$12.8M 0.77%
43,543
-4,560
IGLB icon
37
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.62B
$12.8M 0.77%
+255,261
BSCX icon
38
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$695M
$12.7M 0.76%
+596,948
AMT icon
39
American Tower
AMT
$89.6B
$12.5M 0.75%
56,566
-9,174
IBDW icon
40
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$1.84B
$12.3M 0.74%
584,669
-61,951
ATEC icon
41
Alphatec Holdings
ATEC
$2.2B
$12M 0.73%
1,082,670
+188,199
BSCT icon
42
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.32B
$12M 0.72%
639,859
-68,636
HQY icon
43
HealthEquity
HQY
$7.88B
$11.9M 0.72%
113,555
-11,912
DMBS icon
44
DoubleLine Mortgage ETF
DMBS
$533M
$11.8M 0.71%
240,586
-25,943
DCRE icon
45
DoubleLine Commercial Real Estate ETF
DCRE
$320M
$11.8M 0.71%
226,595
-24,441
TYL icon
46
Tyler Technologies
TYL
$21.9B
$11.7M 0.71%
19,720
-2,071
BAM icon
47
Brookfield Asset Management
BAM
$87.4B
$11.6M 0.7%
209,780
-51,630
GWRE icon
48
Guidewire Software
GWRE
$20.6B
$11M 0.66%
46,736
-4,923
WAT icon
49
Waters Corp
WAT
$19.9B
$10.9M 0.66%
31,337
-3,633
LOB icon
50
Live Oak Bancshares
LOB
$1.53B
$10.9M 0.66%
366,608
+102,749
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