MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.51B
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$17.6M
3
+$17.6M
4
EVBG
Everbridge, Inc. Common Stock
EVBG
+$16.1M
5
IBDT icon
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
+$15.2M

Top Sells

1
+$36.4M
2
+$20M
3
+$15.1M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$10.8M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$8.8M

Sector Composition

1 Consumer Discretionary 18.02%
2 Technology 16.54%
3 Financials 9.53%
4 Communication Services 8.73%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.1M 1.27%
70,315
-1,139
27
$19M 1.26%
415,849
-39
28
$18.7M 1.24%
110,367
-565
29
$18.2M 1.21%
324,846
-132
30
$16.7M 1.11%
780,073
-17,583
31
$16.5M 1.1%
782,477
-714,944
32
$15.6M 1.03%
124,049
-15,097
33
$15.3M 1.02%
+552,121
34
$14.2M 0.94%
114,676
+842
35
$13.8M 0.92%
186,408
-3,352
36
$13.8M 0.91%
499,711
-3,315
37
$12.6M 0.84%
510,562
-9,799
38
$11.7M 0.78%
+189,986
39
$11.6M 0.77%
126,130
-2,154
40
$11.5M 0.77%
82,989
-1,490
41
$10.8M 0.72%
90,803
-1,433
42
$10.7M 0.71%
241,598
-294
43
$10.6M 0.7%
440,889
-9,469
44
$10.5M 0.7%
155,593
-2,700
45
$9.96M 0.66%
349,316
-320
46
$9.52M 0.63%
193,356
-3,156
47
$9.5M 0.63%
501,734
-174
48
$9.45M 0.63%
202,614
-290
49
$9.34M 0.62%
468,137
+7,104
50
$8.72M 0.58%
187,649
-67
1
2
3 4 5