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
$2.25B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.7M
3
+$17M
4
MA icon
Mastercard
MA
+$16.3M
5
EQIX icon
Equinix
EQIX
+$15.3M

Top Sells

1
+$32.9M
2
+$23.4M
3
+$15.2M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$7.02M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$6.37M

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 17.74%
3 Financials 11.6%
4 Communication Services 10.85%
5 Healthcare 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$25.1M 1.12%
35,181
+21,404
27
$25.1M 1.12%
479,288
+9,712
28
$24.6M 1.1%
109,774
+2,211
29
$24.4M 1.08%
198,828
+48,679
30
$23.5M 1.04%
323,445
+8,534
31
$22.7M 1.01%
+498,643
32
$22.5M 1%
1,026,193
-196,449
33
$22.3M 0.99%
1,027,273
-193,313
34
$22.3M 0.99%
1,052,792
-181,243
35
$21.9M 0.98%
427,774
+11,349
36
$21.6M 0.96%
246,881
+1,792
37
$21.6M 0.96%
334,107
+8,810
38
$20.4M 0.91%
173,962
+3,427
39
$19.6M 0.87%
92,045
+1,048
40
$19.6M 0.87%
147,441
+6,574
41
$19.4M 0.86%
584,867
+138,956
42
$19.2M 0.86%
86,384
+2,217
43
$18.9M 0.84%
261,466
+6,949
44
$17.7M 0.79%
165,458
-307,285
45
$17.7M 0.79%
235,162
+954
46
$17M 0.75%
+777,770
47
$16.4M 0.73%
180,188
+2,568
48
$15.9M 0.71%
145,647
+4,015
49
$15.8M 0.7%
79,133
+1,402
50
$15M 0.67%
364,879
-121,271
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