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
$1.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.85M
3
+$4.65M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$4.41M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.06M

Top Sells

1
+$25.8M
2
+$4.75M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.23M
5
AMZN icon
Amazon
AMZN
+$732K

Sector Composition

1 Consumer Discretionary 17.33%
2 Technology 14.27%
3 Communication Services 9.36%
4 Healthcare 9.28%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.34M 0.56%
273,406
+14,226
52
$7.23M 0.56%
142,252
+7,408
53
$7.03M 0.54%
280,755
+19,774
54
$6.72M 0.52%
89,643
+4,645
55
$6.7M 0.52%
51,436
+3,277
56
$6.55M 0.5%
92,229
-3,305
57
$6.34M 0.49%
272,179
+14,075
58
$6.1M 0.47%
446,132
-5,096
59
$6.06M 0.47%
152,861
-56,792
60
$6.01M 0.46%
74,807
+4,846
61
$5.9M 0.45%
287,802
+23,767
62
$5.85M 0.45%
+146,082
63
$5.82M 0.45%
56,512
+3,633
64
$5.78M 0.44%
122,141
-3,509
65
$5.54M 0.43%
82,135
+3,716
66
$5.41M 0.42%
107,776
+7,999
67
$5.38M 0.41%
74,504
+4,648
68
$5.37M 0.41%
49,046
+2,537
69
$5.37M 0.41%
156,919
+8,972
70
$5.22M 0.4%
56,318
+3,449
71
$5.2M 0.4%
466,290
+24,274
72
$5.14M 0.4%
27,626
-157
73
$5.13M 0.39%
57,603
+3,686
74
$5.04M 0.39%
252,684
+15,446
75
$5.02M 0.39%
63,806
+4,065
1 2
3
4 5