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
$761M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$7.6M
3
+$6.94M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$6.82M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.81M

Top Sells

1
+$3.66M
2
+$2.69M
3
+$2.27M
4
ZG icon
Zillow
ZG
+$2.2M
5
EQNR icon
Equinor
EQNR
+$2.11M

Sector Composition

1 Consumer Discretionary 23.01%
2 Communication Services 12.45%
3 Technology 8.81%
4 Industrials 7.14%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.82M 0.37%
170,528
+57,474
77
$2.82M 0.37%
135,935
+45,801
78
$2.78M 0.36%
191,062
+64,665
79
$2.77M 0.36%
87,076
+9,942
80
$2.63M 0.34%
66,425
+20,192
81
$2.52M 0.33%
182,660
+55,716
82
$2.43M 0.32%
146,893
+45,632
83
$2.42M 0.31%
398,488
+244,218
84
$2.4M 0.31%
60,723
+18,357
85
$2.38M 0.31%
+48,832
86
$2.38M 0.31%
+34,533
87
$2.37M 0.31%
34,888
+10,458
88
$2.31M 0.3%
34,541
+9,984
89
$2.28M 0.3%
60,843
+18,487
90
$2.27M 0.3%
+38,418
91
$2.27M 0.29%
+22,711
92
$2.2M 0.29%
+55,411
93
$2.16M 0.28%
35,106
+3,780
94
$2.12M 0.28%
42,897
+4,258
95
$2.08M 0.27%
125,748
+38,425
96
$2.07M 0.27%
69,741
+21,133
97
$2.01M 0.26%
110,625
+33,536
98
$2.01M 0.26%
52,600
+15,512
99
$1.97M 0.26%
30,504
+9,094
100
$1.95M 0.25%
36,284
+3,566
2 3
4
5 6