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
$1.66B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.4M
3
+$19.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$18.1M
5
CRM icon
Salesforce
CRM
+$12.1M

Top Sells

1
+$21.3M
2
+$16.5M
3
+$13.9M
4
Z icon
Zillow
Z
+$5.59M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.03M

Sector Composition

1 Technology 20.87%
2 Consumer Discretionary 16.82%
3 Financials 9.07%
4 Communication Services 8.74%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.55M 0.39%
79,804
-529
77
$6.36M 0.38%
62,620
-1,011
78
$6.31M 0.38%
56,005
-853
79
$6.27M 0.38%
65,395
-851
80
$6.13M 0.37%
108,796
-1,666
81
$6.05M 0.36%
191,532
-2,129
82
$5.91M 0.35%
291,197
-3,842
83
$5.04M 0.3%
4,411
+79
84
$4.95M 0.3%
16,843
+364
85
$4.81M 0.29%
199,592
-114
86
$4.72M 0.28%
15,969
-345
87
$4.59M 0.28%
114,286
-803
88
$4.43M 0.27%
+60,429
89
$4.3M 0.26%
147,715
+6,265
90
$3.55M 0.21%
48,424
-67
91
$2.68M 0.16%
131,941
-600
92
$2.65M 0.16%
31,933
+5,421
93
$2.25M 0.13%
15,526
+160
94
$2.11M 0.13%
25,138
+2,524
95
$1.87M 0.11%
22,027
+3,717
96
$1.8M 0.11%
19,513
+3,312
97
$1.76M 0.11%
8,756
+1,478
98
$1.6M 0.1%
40,518
+6,888
99
$1.56M 0.09%
12,522
+2,126
100
$1.5M 0.09%
26,065
+4,177
1 2 3
4
5