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
$2.3B
AUM Growth
-$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.51M
3
+$7.96M
4
SIVB
SVB Financial Group
SIVB
+$4.41M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M

Top Sells

1
+$11.3M
2
+$7.28M
3
+$6M
4
PRLB icon
Protolabs
PRLB
+$5.55M
5
AMT icon
American Tower
AMT
+$4.13M

Sector Composition

1 Technology 21.81%
2 Consumer Discretionary 16.37%
3 Communication Services 12.33%
4 Financials 12.2%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$28.9M 1.26%
248,280
-7,179
27
$27.7M 1.21%
354,787
-3,674
28
$27.3M 1.19%
488,393
+911
29
$27.2M 1.18%
163,436
-1,725
30
$25.1M 1.09%
580,780
-3,846
31
$25.1M 1.09%
165,997
-2,098
32
$24.9M 1.08%
323,485
-2,111
33
$24.4M 1.06%
440,708
-6,331
34
$24M 1.04%
427,752
-2,794
35
$23.6M 1.03%
89,653
-1,050
36
$23.1M 1%
81,953
+356
37
$20.9M 0.91%
147,435
-3,110
38
$19.3M 0.84%
230,220
-3,277
39
$19.1M 0.83%
261,508
-1,701
40
$18.6M 0.81%
406,660
+19,441
41
$18.4M 0.8%
166,791
+202
42
$18.1M 0.79%
859,735
+41,573
43
$18.1M 0.79%
233,703
-6,807
44
$18M 0.78%
173,736
-3,452
45
$16.6M 0.72%
345,626
-2,444
46
$16.5M 0.72%
35,473
+9,495
47
$16.3M 0.71%
145,554
-899
48
$16M 0.7%
61,887
-1,231
49
$16M 0.69%
222,517
-1,453
50
$15.2M 0.66%
181,433
-1,774
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2
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