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
$1.66B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.4M
3
+$19.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$18.1M
5
CRM icon
Salesforce
CRM
+$12.1M

Top Sells

1
+$21.3M
2
+$16.5M
3
+$13.9M
4
Z icon
Zillow
Z
+$5.59M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.03M

Sector Composition

1 Technology 20.87%
2 Consumer Discretionary 16.82%
3 Financials 9.07%
4 Communication Services 8.74%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.2M 1.21%
167,262
+52,586
27
$20.1M 1.21%
87,679
+587
28
$19.9M 1.19%
161,073
-1,776
29
$19.7M 1.18%
109,419
-948
30
$19.7M 1.18%
+510,408
31
$18.1M 1.09%
+822,223
32
$18.1M 1.08%
159,209
-30,789
33
$17.1M 1.02%
218,448
+28,462
34
$16.6M 1%
772,750
-7,323
35
$15.2M 0.91%
547,083
-5,038
36
$14.9M 0.89%
123,521
-528
37
$14.8M 0.89%
183,632
-2,776
38
$14.2M 0.85%
81,751
-1,238
39
$14.1M 0.84%
313,031
+127,336
40
$13.9M 0.83%
89,607
-89,732
41
$13.9M 0.83%
502,602
-7,960
42
$13.6M 0.82%
316,627
+114,013
43
$13.3M 0.8%
124,545
-1,585
44
$12.9M 0.77%
153,788
-1,805
45
$11.5M 0.69%
241,460
-138
46
$11.1M 0.66%
174,598
-60
47
$10.9M 0.65%
187,618
-31
48
$10.8M 0.65%
40,614
-677
49
$10.4M 0.63%
436,518
-4,371
50
$10.4M 0.62%
358,832
-140,879
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