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
$1.91B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$13.7M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$13.6M
5
RTO icon
Rentokil
RTO
+$12.5M

Top Sells

1
+$38.6M
2
+$9.49M
3
+$8.91M
4
THO icon
Thor Industries
THO
+$7.41M
5
JLL icon
Jones Lang LaSalle
JLL
+$7.32M

Sector Composition

1 Technology 19.31%
2 Consumer Discretionary 13.64%
3 Financials 11.74%
4 Communication Services 9.36%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.8M 0.62%
300,863
-4,219
52
$11.6M 0.61%
48,731
-1,721
53
$11.5M 0.6%
91,541
+14,781
54
$11.3M 0.59%
184,398
+68,989
55
$11.1M 0.58%
74,576
-804
56
$10.6M 0.56%
19,941
-1,167
57
$10.5M 0.55%
88,277
-7,690
58
$10.5M 0.55%
45,294
-7,763
59
$10.1M 0.53%
24,290
-338
60
$10.1M 0.53%
106,928
-6,652
61
$9.99M 0.52%
306,005
-3,471
62
$9.84M 0.52%
304,474
-10,342
63
$9.81M 0.51%
227,074
-2,874
64
$9.8M 0.51%
146,128
-1,960
65
$9.78M 0.51%
98,460
-1,479
66
$9.26M 0.49%
139,580
-1,655
67
$9.09M 0.48%
100,919
-8,040
68
$9M 0.47%
70,902
+799
69
$8.72M 0.46%
+143,194
70
$8.59M 0.45%
+103,819
71
$8.53M 0.45%
67,957
-909
72
$8.53M 0.45%
131,340
-7,414
73
$8.31M 0.44%
14,750
-608
74
$7.86M 0.41%
164,235
-4,024
75
$7.69M 0.4%
178,460
-2,695
1 2
3
4 5