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
$1.17B
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.83M
3
+$1.21M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.17M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$1.16M

Top Sells

1
+$1.7M
2
+$1.35M
3
+$1.14M
4
PYPL icon
PayPal
PYPL
+$1.1M
5
IPGP icon
IPG Photonics
IPGP
+$1.06M

Sector Composition

1 Consumer Discretionary 16.41%
2 Technology 14.24%
3 Communication Services 10.08%
4 Healthcare 9.57%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.93M 0.59%
95,534
-2,668
52
$6.57M 0.56%
260,981
+11,518
53
$6.5M 0.55%
269,688
+7,256
54
$6.24M 0.53%
259,180
+31,664
55
$6.08M 0.52%
125,650
-3,219
56
$6.05M 0.52%
32,356
+1,637
57
$5.91M 0.5%
80,880
-51
58
$5.87M 0.5%
84,998
+2,288
59
$5.71M 0.49%
387,155
+10,420
60
$5.47M 0.47%
78,419
+1,740
61
$5.24M 0.45%
69,961
+3,548
62
$5.14M 0.44%
451,228
-11,172
63
$4.83M 0.41%
99,777
+4,657
64
$4.78M 0.41%
52,869
+2,445
65
$4.78M 0.41%
264,035
+12,325
66
$4.75M 0.41%
26,400
+1,232
67
$4.75M 0.4%
147,947
+7,466
68
$4.63M 0.39%
48,159
+2,430
69
$4.59M 0.39%
46,509
+1,252
70
$4.57M 0.39%
252,130
-8,900
71
$4.57M 0.39%
27,783
-527
72
$4.53M 0.39%
69,856
+4,252
73
$4.53M 0.39%
442,016
+11,898
74
$4.51M 0.38%
237,238
+11,091
75
$4.5M 0.38%
322,683
+15,108
1 2
3
4 5