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
$761M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$7.6M
3
+$6.94M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$6.82M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.81M

Top Sells

1
+$3.66M
2
+$2.69M
3
+$2.27M
4
ZG icon
Zillow
ZG
+$2.2M
5
EQNR icon
Equinor
EQNR
+$2.11M

Sector Composition

1 Consumer Discretionary 23.01%
2 Communication Services 12.45%
3 Technology 8.81%
4 Industrials 7.14%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.41M 0.57%
85,904
+8,989
52
$4.41M 0.57%
71,241
+7,890
53
$4.24M 0.55%
104,787
+27,998
54
$4.03M 0.52%
70,968
+18,294
55
$3.78M 0.49%
+90,157
56
$3.75M 0.49%
73,974
+19,548
57
$3.73M 0.49%
40,993
+10,319
58
$3.7M 0.48%
54,046
+5,724
59
$3.69M 0.48%
99,134
+29,835
60
$3.65M 0.47%
168,464
+45,250
61
$3.62M 0.47%
395,588
+138,844
62
$3.55M 0.46%
65,081
+19,709
63
$3.32M 0.43%
51,211
+15,525
64
$3.27M 0.42%
22,613
+1,470
65
$3.26M 0.42%
242,744
+74,018
66
$3.26M 0.42%
65,903
+20,044
67
$3.13M 0.41%
68,750
+20,909
68
$3.08M 0.4%
201,892
-49,180
69
$3.02M 0.39%
58,280
+17,696
70
$2.98M 0.39%
152,452
+44,033
71
$2.98M 0.39%
103,720
-76,679
72
$2.97M 0.39%
287,940
-91,320
73
$2.89M 0.38%
77,772
+23,016
74
$2.88M 0.37%
76,418
+6,374
75
$2.83M 0.37%
103,124
+31,482
1 2
3
4 5