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
$479M
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.8M
3
+$9.71M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$9.68M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$9.66M

Top Sells

1
+$1.23M
2
+$921K
3
+$910K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$864K
5
SSYS icon
Stratasys
SSYS
+$737K

Sector Composition

1 Consumer Discretionary 19.01%
2 Communication Services 14.23%
3 Technology 11.26%
4 Financials 8.13%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.08M 1.06%
81,484
+24,476
27
$5.07M 1.05%
389,300
+182,050
28
$5.05M 1.05%
400,980
+292,380
29
$5.01M 1.04%
100,011
+64,879
30
$4.63M 0.96%
55,685
+37,305
31
$4.37M 0.91%
92,217
+77,693
32
$4.17M 0.87%
53,534
+25,650
33
$4.02M 0.84%
73,124
+14,308
34
$3.98M 0.83%
57,694
+11,314
35
$3.93M 0.82%
214,969
+43,111
36
$3.93M 0.82%
45,335
+22,996
37
$3.85M 0.8%
27,796
+17,866
38
$3.76M 0.78%
260,700
+50,910
39
$3.73M 0.78%
62,741
+32,361
40
$3.67M 0.76%
57,667
+38,109
41
$3.66M 0.76%
+44,587
42
$3.65M 0.76%
84,521
+17,330
43
$3.43M 0.71%
+314,555
44
$3.39M 0.7%
118,902
+23,000
45
$3.29M 0.68%
53,429
+35,588
46
$3.27M 0.68%
99,869
+73,291
47
$3.23M 0.67%
59,448
+13,305
48
$3.18M 0.66%
30,359
+20,279
49
$3.03M 0.63%
55,314
+11,967
50
$2.94M 0.61%
149,616
+87,720
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