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
$1.36B
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.81M
3
+$6.58M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$5.1M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$5.06M

Top Sells

1
+$31.6M
2
+$7.48M
3
+$5.78M
4
GHDX
Genomic Health, Inc.
GHDX
+$5.37M
5
KS
KapStone Paper and Pack Corp.
KS
+$4.76M

Sector Composition

1 Consumer Discretionary 17.95%
2 Technology 14.75%
3 Healthcare 9.56%
4 Financials 8.95%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.77M 0.57%
62,739
-3,465
52
$7.76M 0.57%
6,630
-18
53
$7.54M 0.56%
264,323
+142,934
54
$7.53M 0.56%
152,440
+10,188
55
$7.27M 0.54%
86,211
+32,630
56
$7.25M 0.53%
96,106
+6,463
57
$7.21M 0.53%
293,006
+19,600
58
$7.19M 0.53%
61,168
+4,656
59
$7.17M 0.53%
163,775
+10,914
60
$7.11M 0.52%
297,311
+20,375
61
$7.07M 0.52%
87,857
-4,372
62
$6.77M 0.5%
22,916
-1,403
63
$6.62M 0.49%
308,579
+20,777
64
$6.58M 0.49%
372,598
+119,914
65
$6.58M 0.49%
+59,827
66
$6.5M 0.48%
100,413
+18,278
67
$6.5M 0.48%
156,655
+10,573
68
$6.09M 0.45%
291,778
+19,599
69
$5.97M 0.44%
437,572
-8,560
70
$5.82M 0.43%
115,578
+7,802
71
$5.82M 0.43%
62,052
+4,449
72
$5.81M 0.43%
47,370
+3,417
73
$5.69M 0.42%
52,577
+3,531
74
$5.57M 0.41%
368,616
+24,756
75
$5.46M 0.4%
55,433
+3,997
1 2
3
4 5