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
$1.42B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.9M
3
+$8.6M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$7.47M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$7.4M

Top Sells

1
+$12.3M
2
+$11.1M
3
+$10M
4
ROIC
Retail Opportunity Investments Corp.
ROIC
+$6.58M
5
BN icon
Brookfield
BN
+$6.09M

Sector Composition

1 Consumer Discretionary 16.89%
2 Technology 14.95%
3 Healthcare 11.48%
4 Communication Services 8.17%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.37M 0.38%
81,672
+2,196
77
$5.36M 0.38%
64,086
+2,034
78
$5.33M 0.38%
+90,579
79
$5.24M 0.37%
57,245
+1,812
80
$5.02M 0.35%
104,150
+2,873
81
$4.91M 0.35%
19,663
+1,183
82
$4.89M 0.35%
20,110
+840
83
$4.84M 0.34%
83,466
+2,624
84
$4.84M 0.34%
101,633
+4,463
85
$4.18M 0.3%
22,647
-282
86
$3.97M 0.28%
182,213
+8,041
87
$3.92M 0.28%
21,023
-133
88
$3.82M 0.27%
35,422
-957
89
$3.7M 0.26%
202,920
-4,110
90
$3.16M 0.22%
46,225
+1,463
91
$3.13M 0.22%
113,734
-1,148
92
$3.13M 0.22%
59,260
-92,011
93
$3.11M 0.22%
51,972
-953
94
$2.89M 0.2%
74,492
+1,910
95
$2.84M 0.2%
120,931
+5,312
96
$2.76M 0.2%
+194,176
97
$2.18M 0.15%
27,486
+2,884
98
$2.07M 0.15%
14,942
+3
99
$1.73M 0.12%
25,434
+7,565
100
$1.67M 0.12%
24,393
-1,655
2 3
4
5 6