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
$1.17B
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.83M
3
+$1.21M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.17M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$1.16M

Top Sells

1
+$1.7M
2
+$1.35M
3
+$1.14M
4
PYPL icon
PayPal
PYPL
+$1.1M
5
IPGP icon
IPG Photonics
IPGP
+$1.06M

Sector Composition

1 Consumer Discretionary 16.41%
2 Technology 14.24%
3 Communication Services 10.08%
4 Healthcare 9.57%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13M 1.11%
68,664
-2,264
27
$12.4M 1.05%
153,186
+832
28
$12M 1.02%
103,289
+5,044
29
$11.8M 1%
93,317
+4,485
30
$11.7M 1%
498,280
+24,959
31
$11.1M 0.95%
143,065
+209
32
$11.1M 0.94%
559,034
+7,726
33
$10.2M 0.87%
347,536
+30,738
34
$9.41M 0.8%
131,309
+2,660
35
$9.4M 0.8%
+374,109
36
$9.18M 0.78%
154,908
+7,744
37
$9.14M 0.78%
186,426
+5,020
38
$9.13M 0.78%
56,653
+918
39
$8.81M 0.75%
158,842
+4,276
40
$8.78M 0.75%
68,524
-1,996
41
$8.75M 0.75%
70,836
+3,389
42
$8M 0.68%
81,127
-2,677
43
$7.91M 0.67%
196,691
-6,252
44
$7.87M 0.67%
209,653
+5,651
45
$7.77M 0.66%
158,175
+7,634
46
$7.14M 0.61%
6,690
-122
47
$7.1M 0.6%
258,477
+12,302
48
$7.06M 0.6%
390,633
+18,732
49
$6.98M 0.59%
275,401
+12,156
50
$6.96M 0.59%
270,548
+11,941
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