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
$1.51B
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$16.7M
3
+$15.3M
4
NFLX icon
Netflix
NFLX
+$15.1M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$11.7M

Top Sells

1
+$36.4M
2
+$17.4M
3
+$15.1M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$10.8M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$8.83M

Sector Composition

1 Consumer Discretionary 18.02%
2 Technology 16.54%
3 Financials 9.53%
4 Communication Services 8.73%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.61M 0.37%
41,716
-439
77
$5.59M 0.37%
187,538
-3,392
78
$5.12M 0.34%
4,332
+20
79
$5.03M 0.33%
189,345
+3,645
80
$4.76M 0.31%
42,329
-16,190
81
$4.75M 0.31%
16,479
-107
82
$4.7M 0.31%
66,246
+18,435
83
$4.62M 0.31%
295,039
-3,111
84
$4.51M 0.3%
497,900
-4,715
85
$4.45M 0.29%
16,314
-323
86
$4.03M 0.27%
141,450
+4,882
87
$3.93M 0.26%
115,089
+716
88
$3.93M 0.26%
199,706
+1,244
89
$3.31M 0.22%
48,491
+932
90
$3.26M 0.22%
111,414
+691
91
$2.76M 0.18%
93,420
-1,543
92
$2.64M 0.17%
132,541
-46
93
$2.15M 0.14%
26,512
+1,762
94
$2M 0.13%
15,366
+431
95
$1.91M 0.13%
22,614
-19
96
$1.6M 0.11%
21,888
+1,454
97
$1.54M 0.1%
16,201
+1,078
98
$1.54M 0.1%
7,278
+481
99
$1.52M 0.1%
18,310
+1,207
100
$1.33M 0.09%
33,630
+2,241
2 3
4
5 6