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
$2.25B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.7M
3
+$17M
4
MA icon
Mastercard
MA
+$16.3M
5
EQIX icon
Equinix
EQIX
+$15.3M

Top Sells

1
+$32.9M
2
+$23.4M
3
+$15.2M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$7.02M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$6.37M

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 17.74%
3 Financials 11.6%
4 Communication Services 10.85%
5 Healthcare 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.6M 0.65%
37,650
+549
52
$14.5M 0.65%
593,932
+8,936
53
$13.1M 0.58%
79,287
+28,465
54
$12.4M 0.55%
108,762
+1,539
55
$12.1M 0.54%
346,270
+9,798
56
$12M 0.54%
253,648
+79,754
57
$11.9M 0.53%
80,151
+1,075
58
$11.7M 0.52%
26,821
+394
59
$11.5M 0.51%
49,546
+1,364
60
$11.5M 0.51%
337,990
+4,781
61
$10.8M 0.48%
46,655
+2,273
62
$10.6M 0.47%
184,957
+4,971
63
$10.4M 0.46%
332,499
+4,780
64
$10.3M 0.46%
64,897
+1,514
65
$10.3M 0.46%
22,761
+291
66
$10M 0.45%
48,760
+692
67
$9.75M 0.43%
113,342
+3,009
68
$9.74M 0.43%
75,096
-13,913
69
$9.44M 0.42%
61,504
+872
70
$9.43M 0.42%
288,893
+3,975
71
$9.39M 0.42%
93,685
+1,314
72
$9.35M 0.42%
64,168
+904
73
$9.32M 0.41%
133,735
+2,123
74
$9.11M 0.41%
8,811
+401
75
$8.43M 0.38%
90,469
+2,059
1 2
3
4 5