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
$1.42B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.9M
3
+$8.6M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$7.47M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$7.4M

Top Sells

1
+$12.3M
2
+$11.1M
3
+$10M
4
ROIC
Retail Opportunity Investments Corp.
ROIC
+$6.58M
5
BN icon
Brookfield
BN
+$6.09M

Sector Composition

1 Consumer Discretionary 16.89%
2 Technology 14.95%
3 Healthcare 11.48%
4 Communication Services 8.17%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.1M 1.28%
157,477
+854
27
$17.5M 1.23%
504,207
-69,454
28
$16.8M 1.19%
65,474
-2,126
29
$15.9M 1.12%
185,892
+2,948
30
$13.9M 0.98%
83,671
+2,494
31
$13.8M 0.97%
95,511
-1,721
32
$12.3M 0.87%
186,997
+5,527
33
$11.9M 0.84%
56,808
+1,850
34
$11.6M 0.82%
503,648
+7,300
35
$11.1M 0.79%
38,563
+1,179
36
$11.1M 0.79%
123,309
+4,814
37
$10.8M 0.77%
184,140
+5,820
38
$10.8M 0.76%
183,001
-7,169
39
$10.8M 0.76%
60,523
+668
40
$10.5M 0.74%
220,463
+9,683
41
$9.8M 0.69%
98,007
+2,905
42
$9.64M 0.68%
464,992
+13,392
43
$9.18M 0.65%
372,823
+8,057
44
$8.8M 0.62%
350,518
+25,254
45
$8.55M 0.6%
21,846
-1,070
46
$8.51M 0.6%
136,046
+77,746
47
$8.44M 0.6%
309,881
+12,570
48
$8.37M 0.59%
159,446
+7,006
49
$8.26M 0.58%
83,563
+2,655
50
$8.26M 0.58%
78,764
-2,084
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