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
$1.03B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.73M
3
+$7.73M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$5.97M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$5.96M

Top Sells

1
+$10.5M
2
+$8.27M
3
+$6.31M
4
HZN
Horizon Global Corporation
HZN
+$4.78M
5
UAA icon
Under Armour
UAA
+$4.63M

Sector Composition

1 Consumer Discretionary 22.39%
2 Technology 12.81%
3 Communication Services 9.42%
4 Financials 8.16%
5 Healthcare 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.86M 0.37%
42,072
+2,125
77
$3.8M 0.37%
283,596
+7,931
78
$3.76M 0.36%
46,489
+2,787
79
$3.64M 0.35%
47,101
+2,253
80
$3.63M 0.35%
21,996
+973
81
$3.55M 0.34%
105,079
-4,684
82
$3.54M 0.34%
52,190
+2,485
83
$3.46M 0.33%
338,714
+18,447
84
$3.4M 0.33%
87,485
-3,957
85
$3.35M 0.32%
103,375
+5,951
86
$3.33M 0.32%
142,487
+5,225
87
$3.29M 0.32%
+15,216
88
$3.28M 0.32%
35,951
-3,081
89
$3.23M 0.31%
34,149
+25,336
90
$3.22M 0.31%
80,239
-6,025
91
$3.15M 0.3%
116,754
+45,346
92
$2.97M 0.29%
18,094
+13,910
93
$2.94M 0.28%
59,815
+2,454
94
$2.81M 0.27%
33,480
+2,234
95
$2.79M 0.27%
+33,979
96
$2.76M 0.27%
89,868
+3,289
97
$2.71M 0.26%
15,708
+347
98
$2.66M 0.26%
408,834
+15,128
99
$2.49M 0.24%
28,178
-2,866
100
$2.36M 0.23%
46,245
+2,257
2 3
4
5 6