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
$1.42B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.9M
3
+$8.6M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$7.47M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$7.4M

Top Sells

1
+$12.3M
2
+$11.1M
3
+$10M
4
ROIC
Retail Opportunity Investments Corp.
ROIC
+$6.58M
5
BN icon
Brookfield
BN
+$6.09M

Sector Composition

1 Consumer Discretionary 16.89%
2 Technology 14.95%
3 Healthcare 11.48%
4 Communication Services 8.17%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.2M 0.58%
88,779
+2,568
52
$7.82M 0.55%
317,190
+8,611
53
$7.79M 0.55%
272,335
+8,012
54
$7.5M 0.53%
63,056
+1,888
55
$7.08M 0.5%
306,872
+13,866
56
$7.05M 0.5%
105,205
+4,792
57
$7M 0.49%
6,451
-179
58
$6.94M 0.49%
54,993
+2,416
59
$6.81M 0.48%
100,521
+4,415
60
$6.54M 0.46%
82,804
-5,053
61
$6.38M 0.45%
+122,326
62
$6.32M 0.45%
118,883
+3,305
63
$6.31M 0.45%
62,618
+2,791
64
$6.3M 0.45%
163,896
+7,241
65
$6.26M 0.44%
171,284
+7,509
66
$6.18M 0.44%
59,184
-3,555
67
$5.56M 0.39%
48,918
+1,548
68
$5.54M 0.39%
+95,471
69
$5.53M 0.39%
26,464
-814
70
$5.53M 0.39%
459,344
+21,772
71
$5.46M 0.39%
225,884
+16,306
72
$5.44M 0.38%
224,261
+16,190
73
$5.44M 0.38%
90,974
-3,564
74
$5.38M 0.38%
522,644
+22,954
75
$5.37M 0.38%
54,467
-1,369
1 2
3
4 5