MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$18.3M
2
+$14.4M
3
+$11.6M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$11.5M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.83M

Top Sells

1
+$22M
2
+$20.8M
3
+$20.3M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$13.2M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.2M

Sector Composition

1 Technology 16.79%
2 Consumer Discretionary 12.42%
3 Healthcare 12.33%
4 Communication Services 11.7%
5 Financials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SBAC icon
76
SBA Communications
SBAC
$20.4B
$6.94M 0.47%
35,905
-4,399
CROX icon
77
Crocs
CROX
$4.67B
$6.89M 0.47%
82,492
-10,017
WCN icon
78
Waste Connections
WCN
$44.2B
$6.81M 0.46%
38,742
-5,352
WST icon
79
West Pharmaceutical
WST
$19.2B
$6.54M 0.44%
24,945
-4,522
SITE icon
80
SiteOne Landscape Supply
SITE
$5.78B
$6.46M 0.44%
50,192
-5,812
RXO icon
81
RXO
RXO
$2.53B
$6.31M 0.43%
410,530
-53,817
GSHD icon
82
Goosehead Insurance
GSHD
$1.94B
$6.31M 0.43%
84,788
-10,197
CNI icon
83
Canadian National Railway
CNI
$60.3B
$6.15M 0.42%
65,216
-9,311
MKC icon
84
McCormick & Company Non-Voting
MKC
$17.9B
$5.59M 0.38%
+83,480
REGN icon
85
Regeneron Pharmaceuticals
REGN
$77.9B
$5.41M 0.37%
+9,622
ODFL icon
86
Old Dominion Freight Line
ODFL
$33.3B
$5.4M 0.37%
+38,365
KVUE icon
87
Kenvue
KVUE
$33.2B
$5.36M 0.36%
330,079
+279,692
HDB icon
88
HDFC Bank
HDB
$184B
$5.2M 0.35%
152,300
-20,926
COST icon
89
Costco
COST
$393B
$5.15M 0.35%
5,565
-832
TSCO icon
90
Tractor Supply
TSCO
$27.5B
$5.1M 0.35%
89,624
-10,772
FSV icon
91
FirstService
FSV
$7.06B
$4.95M 0.34%
25,980
-3,590
YUMC icon
92
Yum China
YUMC
$17.2B
$4.93M 0.33%
114,951
-16,366
MDT icon
93
Medtronic
MDT
$128B
$4.93M 0.33%
51,792
-7,239
BSCS icon
94
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.06B
$4.82M 0.33%
234,407
-986,786
BALL icon
95
Ball Corp
BALL
$13.6B
$4.7M 0.32%
93,278
-14,968
BND icon
96
Vanguard Total Bond Market
BND
$144B
$4.61M 0.31%
62,035
-5,204
VRRM icon
97
Verra Mobility
VRRM
$3.48B
$4.51M 0.31%
+182,785
CSL icon
98
Carlisle Companies
CSL
$13.8B
$4.24M 0.29%
12,904
-2,105
VEA icon
99
Vanguard FTSE Developed Markets ETF
VEA
$189B
$4.01M 0.27%
66,843
-2,586
CME icon
100
CME Group
CME
$98.6B
$3.88M 0.26%
14,362
-1,817
2 3
4
5 6