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
$1.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.85M
3
+$4.65M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$4.41M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.06M

Top Sells

1
+$25.8M
2
+$4.75M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.23M
5
AMZN icon
Amazon
AMZN
+$732K

Sector Composition

1 Consumer Discretionary 17.33%
2 Technology 14.27%
3 Communication Services 9.36%
4 Healthcare 9.28%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.01M 0.39%
343,860
+21,177
77
$4.89M 0.38%
34,071
+2,172
78
$4.88M 0.38%
43,953
+2,800
79
$4.87M 0.37%
53,581
+51,194
80
$4.83M 0.37%
56,422
+687
81
$4.76M 0.37%
209,720
+13,360
82
$4.75M 0.37%
296,415
-13,170
83
$4.67M 0.36%
24,319
-894
84
$4.59M 0.35%
94,593
+5,711
85
$4.51M 0.35%
18,407
+759
86
$4.5M 0.35%
80,252
-628
87
$4.36M 0.34%
162,454
+8,403
88
$4.2M 0.32%
17,925
+989
89
$3.98M 0.31%
20,091
+449
90
$3.94M 0.3%
22,674
+376
91
$3.92M 0.3%
96,168
-1,612
92
$3.85M 0.3%
75,508
+4,554
93
$3.64M 0.28%
32,815
+556
94
$3.6M 0.28%
112,381
+2,098
95
$3.38M 0.26%
121,389
+7,433
96
$3M 0.23%
68,060
+3,391
97
$2.77M 0.21%
60,833
-1,714
98
$2.68M 0.21%
107,848
+5,584
99
$2.54M 0.2%
225,203
+10,180
100
$2.53M 0.19%
68,002
+3,992
2 3
4
5 6