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
$1.17B
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.83M
3
+$1.21M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.17M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$1.16M

Top Sells

1
+$1.7M
2
+$1.35M
3
+$1.14M
4
PYPL icon
PayPal
PYPL
+$1.1M
5
IPGP icon
IPG Photonics
IPGP
+$1.06M

Sector Composition

1 Consumer Discretionary 16.41%
2 Technology 14.24%
3 Communication Services 10.08%
4 Healthcare 9.57%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.45M 0.38%
309,585
-7,920
77
$4.42M 0.38%
59,741
+3,013
78
$4.33M 0.37%
88,882
+4,101
79
$4.25M 0.36%
52,879
+2,668
80
$4.22M 0.36%
196,360
+9,909
81
$4.2M 0.36%
16,936
+381
82
$4.16M 0.35%
22,298
-513
83
$4.15M 0.35%
55,735
-1,950
84
$4.12M 0.35%
41,153
+2,076
85
$4.1M 0.35%
53,917
+2,720
86
$4.07M 0.35%
17,648
-421
87
$3.93M 0.33%
97,780
-3,105
88
$3.81M 0.32%
154,051
+4,146
89
$3.64M 0.31%
70,954
+3,914
90
$3.6M 0.31%
19,642
-92
91
$3.41M 0.29%
64,669
+1,739
92
$3.36M 0.29%
31,899
+1,643
93
$3.3M 0.28%
110,283
-2,043
94
$3.27M 0.28%
113,956
+5,473
95
$3.23M 0.27%
32,259
-884
96
$3.1M 0.26%
215,023
+5,869
97
$2.79M 0.24%
38,885
+1,934
98
$2.66M 0.23%
37,235
-716
99
$2.38M 0.2%
102,264
+2,753
100
$2.31M 0.2%
64,010
+2,773
2 3
4
5 6