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
$1.03B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.73M
3
+$7.73M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$5.97M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$5.96M

Top Sells

1
+$10.5M
2
+$8.27M
3
+$6.31M
4
HZN
Horizon Global Corporation
HZN
+$4.78M
5
UAA icon
Under Armour
UAA
+$4.63M

Sector Composition

1 Consumer Discretionary 22.39%
2 Technology 12.81%
3 Communication Services 9.42%
4 Financials 8.16%
5 Healthcare 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.1M 0.59%
473,724
-2,380
52
$5.97M 0.58%
+241,372
53
$5.96M 0.57%
+239,424
54
$5.86M 0.56%
131,263
-5,893
55
$5.81M 0.56%
323,130
-14,925
56
$5.67M 0.55%
226,810
+12,762
57
$5.62M 0.54%
339,722
+18,397
58
$5.61M 0.54%
406,665
+100,415
59
$5.26M 0.51%
28,265
+1,335
60
$5.04M 0.49%
30,080
+3,938
61
$4.97M 0.48%
43,018
+1,514
62
$4.91M 0.47%
231,911
+70,268
63
$4.86M 0.47%
78,616
+2,851
64
$4.69M 0.45%
124,718
+4,580
65
$4.66M 0.45%
238,729
+8,694
66
$4.37M 0.42%
87,638
+20,626
67
$4.31M 0.42%
41,674
+1,530
68
$4.16M 0.4%
197,806
+9,479
69
$4.16M 0.4%
29,018
+1,661
70
$4.1M 0.39%
60,463
+26,227
71
$4.09M 0.39%
27,689
-2,590
72
$4.07M 0.39%
129,245
+6,106
73
$3.96M 0.38%
171,537
+8,288
74
$3.89M 0.37%
59,084
+46,539
75
$3.89M 0.37%
49,787
+1,666
1 2
3
4 5