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
$1.51B
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$16.7M
3
+$15.3M
4
NFLX icon
Netflix
NFLX
+$15.1M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$11.7M

Top Sells

1
+$36.4M
2
+$17.4M
3
+$15.1M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$10.8M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$8.83M

Sector Composition

1 Consumer Discretionary 18.02%
2 Technology 16.54%
3 Financials 9.53%
4 Communication Services 8.73%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.69M 0.57%
335,996
-118
52
$8.65M 0.57%
41,291
-1,227
53
$8.37M 0.55%
185,695
+6,820
54
$8.32M 0.55%
59,874
+2,252
55
$8.17M 0.54%
179,743
-64
56
$8.14M 0.54%
38,936
-698
57
$8.09M 0.53%
82,924
-1,484
58
$8.06M 0.53%
183,387
-3,017
59
$8.04M 0.53%
108,920
-1,037
60
$7.99M 0.53%
38,430
+12,317
61
$7.89M 0.52%
483,226
+14,278
62
$7.64M 0.5%
80,333
+500
63
$7.4M 0.49%
53,209
+1,808
64
$7.25M 0.48%
+27,614
65
$7.22M 0.48%
322,380
-3,118
66
$7.21M 0.48%
128,828
-125,424
67
$6.68M 0.44%
11,584
+386
68
$6.61M 0.44%
84,512
-1,886
69
$6.5M 0.43%
63,631
-1,643
70
$6.47M 0.43%
114,227
-1,124
71
$6.21M 0.41%
110,171
-38
72
$5.9M 0.39%
49,522
-890
73
$5.8M 0.38%
110,462
-41,529
74
$5.71M 0.38%
193,661
-3,940
75
$5.65M 0.37%
56,858
-1,012
1 2
3
4 5