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
$1.91B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$13.7M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$13.6M
5
RTO icon
Rentokil
RTO
+$12.5M

Top Sells

1
+$38.6M
2
+$9.49M
3
+$8.91M
4
THO icon
Thor Industries
THO
+$7.41M
5
JLL icon
Jones Lang LaSalle
JLL
+$7.32M

Sector Composition

1 Technology 19.31%
2 Consumer Discretionary 13.64%
3 Financials 11.74%
4 Communication Services 9.36%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.8M 1.04%
227,199
-8,562
27
$19.6M 1.03%
90,613
-1,440
28
$19.1M 1%
13,406
-226
29
$18.7M 0.98%
443,416
+14,004
30
$18.3M 0.96%
48,926
-2,796
31
$17.3M 0.91%
268,437
-10,136
32
$17.2M 0.9%
210,649
-8,644
33
$17.1M 0.9%
47,951
+6,953
34
$16.9M 0.89%
307,824
-3,237
35
$16.7M 0.88%
381,814
-19,366
36
$16.3M 0.85%
407,491
-4,970
37
$14.4M 0.76%
119,282
-4,536
38
$14.2M 0.75%
32,679
+5,397
39
$14.2M 0.75%
611,508
-16,304
40
$14.2M 0.74%
766,095
+15,291
41
$13.7M 0.72%
41,657
+11,823
42
$13.7M 0.72%
+832,634
43
$13.7M 0.72%
+820,943
44
$13.6M 0.71%
+656,566
45
$13.3M 0.7%
20,170
-447
46
$13.1M 0.69%
126,723
-1,545
47
$13M 0.68%
138,538
+2,977
48
$12.6M 0.66%
131,837
-5,177
49
$12.5M 0.65%
+437,647
50
$12.3M 0.65%
251,123
+21,090
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