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
$1.94B
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.8M
3
+$12.5M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$12.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.6M

Top Sells

1
+$20.2M
2
+$18.9M
3
+$17.6M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$16.9M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$14.4M

Sector Composition

1 Technology 17.18%
2 Consumer Discretionary 13.39%
3 Communication Services 11.46%
4 Financials 11.2%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.3M 0.69%
64,038
+1,466
52
$13.3M 0.69%
133,948
-4,287
53
$13.3M 0.69%
136,729
-4,406
54
$13.1M 0.68%
242,862
-23,955
55
$12.7M 0.65%
35,253
-3,447
56
$12.6M 0.65%
69,258
-19,683
57
$12.3M 0.64%
164,711
-4,281
58
$12.3M 0.63%
114,696
-80,462
59
$11.7M 0.6%
83,184
-3,419
60
$10.4M 0.54%
287,728
-11,932
61
$10.3M 0.53%
277,277
-81,663
62
$10.1M 0.52%
58,848
-5,784
63
$9.82M 0.51%
291,030
-11,973
64
$9.79M 0.51%
136,489
+22,082
65
$9.69M 0.5%
174,360
-37,858
66
$9.66M 0.5%
136,848
-5,776
67
$9.61M 0.5%
47,470
-2,456
68
$9.57M 0.49%
104,603
-4,263
69
$9.47M 0.49%
56,015
-1,849
70
$9.14M 0.47%
364,820
-109,513
71
$9.07M 0.47%
98,348
-4,362
72
$8.91M 0.46%
36,588
-5,834
73
$8.85M 0.46%
128,403
-3,770
74
$8.69M 0.45%
102,135
-10,299
75
$8.47M 0.44%
297,676
-11,226
1 2
3
4 5