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
$1.76B
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$28.7M
3
+$25.5M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$20.7M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$19.9M

Top Sells

1
+$30M
2
+$29.4M
3
+$22.7M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$22.3M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$19.8M

Sector Composition

1 Technology 22.05%
2 Consumer Discretionary 17.88%
3 Financials 9.95%
4 Communication Services 9.92%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.6%
322,834
-1,158
52
$10.2M 0.58%
60,678
+182
53
$9.96M 0.57%
46,166
-187
54
$9.46M 0.54%
322,828
-17,507
55
$9.34M 0.53%
401,320
-8,977
56
$9.26M 0.53%
13,190
+73
57
$9.08M 0.52%
105,546
+754
58
$9.02M 0.51%
26,008
+180
59
$8.7M 0.49%
28,080
+206
60
$8.6M 0.49%
58,943
+410
61
$8.46M 0.48%
328,241
-11,890
62
$8.3M 0.47%
172,692
-616
63
$8.06M 0.46%
77,861
+541
64
$7.87M 0.45%
36,535
+255
65
$7.72M 0.44%
135,950
-459
66
$7.58M 0.43%
42,480
+421
67
$7.43M 0.42%
8,047
+164
68
$7.17M 0.41%
102,388
+562
69
$7.06M 0.4%
39,506
+257
70
$6.97M 0.4%
+171,042
71
$6.76M 0.38%
75,410
-3,918
72
$6.72M 0.38%
59,717
+429
73
$6.41M 0.36%
84,655
+61,739
74
$6.25M 0.35%
280,588
+1,957
75
$6.05M 0.34%
105,860
-379
1 2
3
4 5