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
$1.76B
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$28.7M
3
+$25.5M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$20.7M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$19.9M

Top Sells

1
+$30M
2
+$29.4M
3
+$22.7M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$22.3M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$19.8M

Sector Composition

1 Technology 22.05%
2 Consumer Discretionary 17.88%
3 Financials 9.95%
4 Communication Services 9.92%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.7M 1.18%
+933,579
27
$20.3M 1.15%
160,574
+1,508
28
$19.3M 1.1%
302,147
-1,082
29
$18.6M 1.06%
103,345
+3,988
30
$18.1M 1.03%
473,046
-14,376
31
$17.4M 0.99%
446,882
+21,043
32
$17.3M 0.99%
756,154
-16,839
33
$17.1M 0.97%
399,552
-1,434
34
$17M 0.96%
88,390
+597
35
$16.4M 0.93%
80,719
-124
36
$15.4M 0.88%
311,908
-1,324
37
$14.9M 0.85%
162,809
+4,929
38
$14.6M 0.83%
76,674
-25,111
39
$14.5M 0.82%
502,929
-11,174
40
$13.2M 0.75%
114,366
-3,738
41
$12.8M 0.73%
478,442
+3,088
42
$12.7M 0.72%
182,482
-7,818
43
$12.4M 0.7%
174,768
+1,088
44
$12.2M 0.69%
133,832
+3,320
45
$11.9M 0.68%
556,576
+27,824
46
$11.3M 0.64%
427,881
-1,597
47
$11.3M 0.64%
228,119
+6,988
48
$11.1M 0.63%
244,194
-815
49
$10.9M 0.62%
102,314
-4,831
50
$10.8M 0.61%
109,656
+44,262
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