MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.2M
3
+$12.4M
4
FN icon
Fabrinet
FN
+$9.5M
5
ATEC icon
Alphatec Holdings
ATEC
+$9.07M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.1M
4
AMZN icon
Amazon
AMZN
+$11.2M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$11.1M

Sector Composition

1 Technology 15.89%
2 Consumer Discretionary 13.18%
3 Financials 12.5%
4 Communication Services 11.03%
5 Healthcare 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 0.99%
191,983
-3,443
27
$16.6M 0.98%
80,906
-7,443
28
$16M 0.95%
33,049
-3,412
29
$15.9M 0.94%
42,422
-4,960
30
$15.4M 0.91%
194,699
-26,037
31
$15.4M 0.91%
29,993
-25,432
32
$15M 0.89%
57,297
-7,863
33
$15M 0.88%
150,797
-21,653
34
$14.9M 0.88%
7,981
-901
35
$14.3M 0.85%
431,770
-36,181
36
$14.3M 0.85%
65,740
-3,518
37
$13.4M 0.79%
646,620
-32,803
38
$13.4M 0.79%
26,869
-1,966
39
$13.1M 0.78%
708,495
-37,412
40
$13.1M 0.78%
25,800
-4,136
41
$13.1M 0.77%
266,529
-22,288
42
$13M 0.77%
251,036
-20,993
43
$12.9M 0.76%
34,970
-3,505
44
$12.8M 0.76%
213,552
-29,310
45
$12.8M 0.76%
172,570
-8,246
46
$12.7M 0.75%
21,791
-1,978
47
$12.7M 0.75%
261,410
-35,792
48
$12.6M 0.75%
227,135
-19,981
49
$12.4M 0.73%
104,911
-9,785
50
$12.3M 0.73%
30,924
-4,329
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