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
$1.03B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.73M
3
+$7.73M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$5.97M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$5.96M

Top Sells

1
+$10.5M
2
+$8.27M
3
+$6.31M
4
HZN
Horizon Global Corporation
HZN
+$4.78M
5
UAA icon
Under Armour
UAA
+$4.63M

Sector Composition

1 Consumer Discretionary 22.39%
2 Technology 12.81%
3 Communication Services 9.42%
4 Financials 8.16%
5 Healthcare 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.4M 1.29%
51,100
-1,751
27
$13.1M 1.26%
325,965
-7,639
28
$11.4M 1.1%
533,289
+3,135
29
$11.3M 1.09%
140,564
+41,654
30
$11M 1.06%
90,593
+7,455
31
$9.81M 0.94%
86,482
-2,844
32
$9.45M 0.91%
131,306
+14,499
33
$8.83M 0.85%
+88,452
34
$8.63M 0.83%
310,978
-923
35
$8.35M 0.8%
123,586
+905
36
$8.26M 0.8%
146,916
+5,389
37
$7.99M 0.77%
117,508
-2,460
38
$7.87M 0.76%
81,826
+4,453
39
$7.74M 0.75%
172,478
+6,321
40
$7.21M 0.69%
435,311
+105,672
41
$7.12M 0.69%
211,374
-9,661
42
$7.06M 0.68%
7,234
-513
43
$6.76M 0.65%
135,364
+36,528
44
$6.72M 0.65%
60,261
+13,747
45
$6.45M 0.62%
254,708
-912
46
$6.43M 0.62%
250,221
-1,102
47
$6.37M 0.61%
193,906
+7,161
48
$6.27M 0.6%
105,379
-9,017
49
$6.26M 0.6%
78,178
-1,441
50
$6.17M 0.59%
138,577
+7,395
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