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
$479M
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.8M
3
+$9.71M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$9.68M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$9.66M

Top Sells

1
+$1.23M
2
+$921K
3
+$910K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$864K
5
SSYS icon
Stratasys
SSYS
+$737K

Sector Composition

1 Consumer Discretionary 19.01%
2 Communication Services 14.23%
3 Technology 11.26%
4 Financials 8.13%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.71M 0.35%
+26,970
77
$1.71M 0.35%
13,876
+2,662
78
$1.68M 0.35%
+46,053
79
$1.62M 0.34%
+79,803
80
$1.6M 0.33%
+48,591
81
$1.59M 0.33%
+28,201
82
$1.59M 0.33%
+93,265
83
$1.58M 0.33%
+125,233
84
$1.56M 0.32%
28,795
+8,736
85
$1.51M 0.31%
+315,004
86
$1.5M 0.31%
+60,982
87
$1.47M 0.31%
+128,715
88
$1.47M 0.3%
24,311
+6,728
89
$1.46M 0.3%
+77,522
90
$1.44M 0.3%
+61,297
91
$1.41M 0.29%
+30,423
92
$1.41M 0.29%
+80,158
93
$1.39M 0.29%
+9,913
94
$1.39M 0.29%
+11,073
95
$1.37M 0.28%
42,503
+9,669
96
$1.34M 0.28%
26,756
+8,118
97
$1.31M 0.27%
+16,507
98
$1.31M 0.27%
57,665
+18,285
99
$1.3M 0.27%
+23,730
100
$1.3M 0.27%
+31,431
2 3
4
5 6