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
$1.66B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.4M
3
+$19.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$18.1M
5
CRM icon
Salesforce
CRM
+$12.1M

Top Sells

1
+$21.3M
2
+$16.5M
3
+$13.9M
4
Z icon
Zillow
Z
+$5.59M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.03M

Sector Composition

1 Technology 20.87%
2 Consumer Discretionary 16.82%
3 Financials 9.07%
4 Communication Services 8.74%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.62%
334,474
-15
52
$10.3M 0.62%
65,245
+5,371
53
$9.92M 0.6%
82,101
-823
54
$9.72M 0.58%
335,942
-54
55
$9.64M 0.58%
131,268
+2,440
56
$9.63M 0.58%
38,355
-581
57
$9.47M 0.57%
89,662
-1,141
58
$9.26M 0.56%
501,280
+18,054
59
$8.99M 0.54%
39,694
+1,264
60
$8.88M 0.53%
181,514
-1,873
61
$8.63M 0.52%
179,690
-53
62
$8.58M 0.51%
191,393
-1,963
63
$8.54M 0.51%
107,799
-1,121
64
$8.36M 0.5%
112,518
-1,709
65
$8.19M 0.49%
27,289
-325
66
$8.15M 0.49%
57,367
+4,158
67
$8.12M 0.49%
+38,283
68
$7.38M 0.44%
344,937
-123,200
69
$7.26M 0.44%
12,431
+847
70
$7.14M 0.43%
318,296
-4,084
71
$7.1M 0.43%
83,610
-902
72
$6.93M 0.42%
48,783
-739
73
$6.85M 0.41%
110,109
-62
74
$6.79M 0.41%
41,360
-356
75
$6.62M 0.4%
491,737
-6,163
1 2
3
4 5