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
$761M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$7.6M
3
+$6.94M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$6.82M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.81M

Top Sells

1
+$3.66M
2
+$2.69M
3
+$2.27M
4
ZG icon
Zillow
ZG
+$2.2M
5
EQNR icon
Equinor
EQNR
+$2.11M

Sector Composition

1 Consumer Discretionary 23.01%
2 Communication Services 12.45%
3 Technology 8.81%
4 Industrials 7.14%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.65M 0.99%
+143,282
27
$7.6M 0.99%
+141,191
28
$6.89M 0.89%
8,588
+627
29
$6.65M 0.86%
106,248
+9,620
30
$6.37M 0.83%
274,994
+179,701
31
$6.29M 0.82%
405,754
+170,511
32
$6.26M 0.81%
57,653
+13,163
33
$6.02M 0.78%
141,044
+37,325
34
$5.95M 0.77%
104,867
+41,558
35
$5.78M 0.75%
214,592
+56,686
36
$5.75M 0.75%
71,057
+15,236
37
$5.61M 0.73%
+207,652
38
$5.59M 0.73%
216,183
+71,039
39
$5.56M 0.72%
83,056
+18,044
40
$5.53M 0.72%
155,368
+111,417
41
$5.49M 0.71%
216,200
+71,049
42
$5.43M 0.71%
220,209
+72,358
43
$5.36M 0.7%
104,205
+48,105
44
$5.33M 0.69%
319,920
+34,710
45
$5.2M 0.68%
29,055
+7,479
46
$5.11M 0.66%
50,022
+10,820
47
$4.98M 0.65%
89,960
+9,156
48
$4.7M 0.61%
130,092
+13,391
49
$4.64M 0.6%
147,472
+15,604
50
$4.47M 0.58%
+143,173
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