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
$479M
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.8M
3
+$9.71M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$9.68M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$9.66M

Top Sells

1
+$1.23M
2
+$921K
3
+$910K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$864K
5
SSYS icon
Stratasys
SSYS
+$737K

Sector Composition

1 Consumer Discretionary 19.01%
2 Communication Services 14.23%
3 Technology 11.26%
4 Financials 8.13%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.6%
18,973
+5,462
52
$2.85M 0.59%
23,250
+15,275
53
$2.78M 0.58%
16,362
+10,618
54
$2.76M 0.57%
53,898
+35,884
55
$2.75M 0.57%
+154,297
56
$2.73M 0.57%
44,197
+8,655
57
$2.69M 0.56%
+103,869
58
$2.67M 0.55%
+101,003
59
$2.66M 0.55%
+101,000
60
$2.66M 0.55%
39,731
+26,881
61
$2.63M 0.55%
52,562
+26,402
62
$2.62M 0.54%
70,282
+13,818
63
$2.57M 0.53%
47,734
+31,103
64
$2.52M 0.52%
+90,696
65
$2.52M 0.52%
61,657
+41,753
66
$2.43M 0.5%
35,208
+7,347
67
$2.28M 0.47%
+77,472
68
$2.28M 0.47%
+91,136
69
$2.15M 0.45%
11,860
+3,507
70
$2M 0.41%
50,563
+33,398
71
$1.93M 0.4%
27,762
+18,835
72
$1.78M 0.37%
40,298
+8,189
73
$1.76M 0.37%
+88,985
74
$1.73M 0.36%
55,411
+15,232
75
$1.72M 0.36%
+36,744
1 2
3
4 5