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
$1.36B
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.81M
3
+$6.58M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$5.1M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$5.06M

Top Sells

1
+$31.6M
2
+$7.48M
3
+$5.78M
4
GHDX
Genomic Health, Inc.
GHDX
+$5.37M
5
KS
KapStone Paper and Pack Corp.
KS
+$4.76M

Sector Composition

1 Consumer Discretionary 17.95%
2 Technology 14.75%
3 Healthcare 9.56%
4 Financials 8.95%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.42M 0.4%
499,690
+33,400
77
$5.14M 0.38%
27,278
-348
78
$5.11M 0.38%
94,538
-1,630
79
$5.1M 0.38%
+209,578
80
$5.1M 0.38%
55,836
-586
81
$5.06M 0.37%
+208,071
82
$4.87M 0.36%
68,767
+4,961
83
$4.79M 0.35%
79,476
+4,972
84
$4.68M 0.35%
101,277
+6,684
85
$4.66M 0.34%
81,260
+1,008
86
$4.53M 0.33%
97,170
+29,110
87
$4.47M 0.33%
18,480
+73
88
$4.3M 0.32%
19,270
+1,345
89
$4.3M 0.32%
80,842
+5,334
90
$4.22M 0.31%
21,156
+1,065
91
$4.13M 0.31%
174,172
+11,718
92
$3.99M 0.29%
36,379
+3,564
93
$3.91M 0.29%
22,929
+255
94
$3.41M 0.25%
207,030
-89,385
95
$3.2M 0.24%
114,882
+2,501
96
$3.14M 0.23%
58,300
-2,533
97
$3.07M 0.23%
52,925
+16,403
98
$2.96M 0.22%
44,762
+3,627
99
$2.96M 0.22%
115,619
+7,771
100
$2.49M 0.18%
72,582
+4,580
2 3
4
5 6