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
$2.3B
AUM Growth
-$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.51M
3
+$7.96M
4
SIVB
SVB Financial Group
SIVB
+$4.41M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M

Top Sells

1
+$11.3M
2
+$7.28M
3
+$6M
4
PRLB icon
Protolabs
PRLB
+$5.55M
5
AMT icon
American Tower
AMT
+$4.13M

Sector Composition

1 Technology 21.81%
2 Consumer Discretionary 16.37%
3 Communication Services 12.33%
4 Financials 12.2%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.7M 0.64%
104,872
-2,087
52
$14.4M 0.63%
114,875
-748
53
$13.8M 0.6%
412,480
+238,167
54
$13.6M 0.59%
54,702
-24,179
55
$13.5M 0.59%
524,318
+2,934
56
$13.4M 0.58%
76,546
-1,449
57
$13.2M 0.57%
47,025
-925
58
$13M 0.56%
47,583
-476
59
$12.6M 0.55%
320,563
-6,289
60
$11.9M 0.52%
25,856
-508
61
$11.2M 0.49%
454,048
+346,181
62
$10.9M 0.47%
21,949
-431
63
$10.8M 0.47%
9,047
-87
64
$10.7M 0.47%
184,945
-1,145
65
$10.7M 0.47%
325,718
-6,431
66
$10.7M 0.46%
94,753
+785
67
$10.4M 0.45%
38,994
-766
68
$10.1M 0.44%
82,156
-1,613
69
$9.75M 0.42%
72,427
-1,421
70
$9.68M 0.42%
204,794
-153,866
71
$9.6M 0.42%
75,713
-1,760
72
$9.54M 0.41%
+121,662
73
$9.14M 0.4%
113,336
-739
74
$9.13M 0.4%
20,312
-306
75
$8.89M 0.39%
21,122
-591
1 2
3
4 5