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
$1.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.85M
3
+$4.65M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$4.41M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.06M

Top Sells

1
+$25.8M
2
+$4.75M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.23M
5
AMZN icon
Amazon
AMZN
+$732K

Sector Composition

1 Consumer Discretionary 17.33%
2 Technology 14.27%
3 Communication Services 9.36%
4 Healthcare 9.28%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.3M 1.1%
110,186
+6,897
27
$14.2M 1.09%
99,240
-1,542
28
$14M 1.08%
155,030
+1,844
29
$13.9M 1.07%
555,782
+39,094
30
$12M 0.92%
571,498
+12,464
31
$11.7M 0.9%
145,243
+2,178
32
$11.3M 0.87%
75,537
+4,701
33
$10.5M 0.81%
+428,683
34
$10.3M 0.79%
196,621
+10,195
35
$10.1M 0.77%
402,443
+28,334
36
$9.97M 0.77%
167,504
+8,662
37
$9.9M 0.76%
58,225
+1,572
38
$9.55M 0.73%
355,033
+7,497
39
$9.22M 0.71%
135,195
+3,886
40
$9M 0.69%
165,172
+10,264
41
$8.93M 0.69%
66,204
-2,320
42
$8.89M 0.68%
168,784
+10,609
43
$8.68M 0.67%
80,736
-391
44
$8.08M 0.62%
34,574
+2,218
45
$8.05M 0.62%
421,016
+30,383
46
$7.92M 0.61%
193,447
-3,244
47
$7.57M 0.58%
6,648
-42
48
$7.57M 0.58%
276,936
+18,459
49
$7.48M 0.58%
290,657
+20,109
50
$7.44M 0.57%
296,269
+20,868
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