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
$1.94B
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.8M
3
+$12.5M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$12.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.6M

Top Sells

1
+$20.2M
2
+$18.9M
3
+$17.6M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$16.9M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$14.4M

Sector Composition

1 Technology 17.18%
2 Consumer Discretionary 13.39%
3 Communication Services 11.46%
4 Financials 11.2%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.8M 1.02%
47,382
-1,576
27
$19.2M 0.99%
65,160
-4,691
28
$17M 0.88%
467,951
-16,098
29
$16.9M 0.87%
+195,426
30
$16.5M 0.85%
220,736
-22,929
31
$16.3M 0.84%
248,006
-7,759
32
$16.2M 0.84%
194,424
-5,980
33
$16M 0.83%
297,202
-27,604
34
$15.3M 0.79%
80,376
-2,487
35
$15.3M 0.79%
8,882
-165
36
$15.2M 0.78%
28,835
-4,382
37
$15M 0.77%
247,116
-15,284
38
$14.9M 0.77%
349,597
-337,016
39
$14.7M 0.76%
36,461
-3,032
40
$14.4M 0.74%
716,825
-361,382
41
$14.4M 0.74%
38,475
-1,919
42
$14.4M 0.74%
41,949
-3,010
43
$14.2M 0.73%
29,936
-1,649
44
$14M 0.72%
272,029
-4,921
45
$13.9M 0.72%
180,816
-15,906
46
$13.9M 0.72%
288,817
-5,042
47
$13.8M 0.71%
+679,423
48
$13.7M 0.71%
23,769
-767
49
$13.7M 0.71%
745,907
-28,561
50
$13.6M 0.7%
569,146
-28,417
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