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
$2.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$12.7M
3
+$9.56M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$9.53M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$9.44M

Top Sells

1
+$43.5M
2
+$23M
3
+$11.5M
4
EMN icon
Eastman Chemical
EMN
+$10.2M
5
MA icon
Mastercard
MA
+$7.55M

Sector Composition

1 Technology 19.49%
2 Consumer Discretionary 16.39%
3 Financials 12.49%
4 Communication Services 11.85%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.6M 0.61%
348,070
+1,656
52
$14.5M 0.61%
63,118
-556
53
$14.5M 0.61%
25,978
-250
54
$14.4M 0.6%
115,623
-58,821
55
$13.6M 0.57%
521,384
-82,590
56
$13.4M 0.56%
48,059
-505
57
$12.9M 0.54%
77,473
-450
58
$12.6M 0.53%
77,995
-701
59
$12.3M 0.52%
186,090
+781
60
$12.2M 0.51%
326,852
-2,902
61
$11.9M 0.5%
26,364
-235
62
$11.3M 0.47%
49,777
+205
63
$11M 0.46%
332,149
-3,011
64
$10.9M 0.46%
39,760
-356
65
$10.8M 0.46%
9,134
-92
66
$10.6M 0.45%
114,075
+479
67
$10.6M 0.45%
131,536
-1,172
68
$10.2M 0.43%
280,495
-2,468
69
$10.1M 0.42%
93,968
+509
70
$10.1M 0.42%
21,713
-327
71
$9.71M 0.41%
73,848
-656
72
$9.47M 0.4%
83,769
-744
73
$9.15M 0.38%
47,950
-425
74
$8.72M 0.37%
+103,803
75
$8.16M 0.34%
20,618
-111
1 2
3
4 5