MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.4M
3
+$11.6M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$11.5M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.83M

Top Sells

1
+$22M
2
+$20.8M
3
+$20.3M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$13.2M
5
GOOG icon
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
IBDU icon
26
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.21B
$16.3M 1.11%
695,489
-39,873
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.09T
$16M 1.09%
31,874
-4,844
VOO icon
28
Vanguard S&P 500 ETF
VOO
$820B
$15.4M 1.05%
25,190
-373
AXON icon
29
Axon Enterprise
AXON
$43.5B
$14.7M 1%
20,451
-13,501
DXCM icon
30
DexCom
DXCM
$25.6B
$14.7M 0.99%
218,000
-30,253
ADSK icon
31
Autodesk
ADSK
$62.4B
$14.2M 0.97%
44,827
-6,013
ATEC icon
32
Alphatec Holdings
ATEC
$2.93B
$14.1M 0.95%
967,936
-114,734
DFJ icon
33
WisdomTree Japan SmallCap Dividend Fund
DFJ
$327M
$13.8M 0.94%
145,743
-20,188
TOST icon
34
Toast
TOST
$20.5B
$12.7M 0.86%
348,434
-41,897
DHR icon
35
Danaher
DHR
$161B
$12.3M 0.84%
62,252
-8,624
CLBT icon
36
Cellebrite
CLBT
$4.36B
$12.2M 0.83%
657,483
+275,184
IGLB icon
37
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.76B
$11.9M 0.81%
231,128
-24,133
SHYG icon
38
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.87B
$11.8M 0.8%
272,906
-305,327
DCRE icon
39
DoubleLine Commercial Real Estate ETF
DCRE
$335M
$11.7M 0.79%
224,676
-1,919
MYCF
40
SPDR SSGA My2026 Corporate Bond ETF
MYCF
$51.4M
$11.7M 0.79%
464,070
+167,507
BSCT icon
41
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.51B
$11.6M 0.79%
619,031
-20,828
IBDW icon
42
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.05B
$11.6M 0.79%
548,085
-36,584
DMBS icon
43
DoubleLine Mortgage ETF
DMBS
$658M
$11.6M 0.79%
233,742
-6,844
SRLN icon
44
State Street Blackstone Senior Loan ETF
SRLN
$6.89B
$11.6M 0.79%
+279,079
BSCX icon
45
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$827M
$11.6M 0.79%
540,393
-56,555
LOB icon
46
Live Oak Bancshares
LOB
$1.62B
$11.5M 0.78%
327,489
-39,119
LEMB icon
47
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$608M
$11.5M 0.78%
+278,613
HHH icon
48
Howard Hughes
HHH
$5.04B
$11.4M 0.77%
138,240
-16,346
MKL icon
49
Markel Group
MKL
$27.2B
$11.4M 0.77%
5,940
-911
RARE icon
50
Ultragenyx Pharmaceutical
RARE
$3.5B
$10.7M 0.73%
355,540
+80,458
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