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
$1.76B
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$28.7M
3
+$25.5M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$20.7M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$19.9M

Top Sells

1
+$30M
2
+$29.4M
3
+$22.7M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$22.3M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$19.8M

Sector Composition

1 Technology 22.05%
2 Consumer Discretionary 17.88%
3 Financials 9.95%
4 Communication Services 9.92%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.8M 0.33%
62,251
+413
77
$5.69M 0.32%
46,463
+321
78
$5.53M 0.31%
18,246
+468
79
$5.5M 0.31%
171,157
-10,231
80
$4.33M 0.25%
191,884
-688
81
$3.9M 0.22%
67,515
+6,800
82
$3.88M 0.22%
56,627
+5,528
83
$3.83M 0.22%
332,575
-1,589
84
$3.8M 0.22%
77,058
-279
85
$3.76M 0.21%
13,259
+1,192
86
$3.6M 0.2%
32,292
+286
87
$3.4M 0.19%
+25,560
88
$2.74M 0.16%
+46,643
89
$2.55M 0.14%
31,425
-1,987
90
$2.31M 0.13%
286,069
-16,713
91
$2.14M 0.12%
439,867
-51,599
92
$2.09M 0.12%
127,356
-455
93
$2.03M 0.12%
110,570
-351
94
$1.75M 0.1%
19,810
-201
95
$1.74M 0.1%
15,663
-883
96
$1.68M 0.1%
19,169
-1,248
97
$1.63M 0.09%
40,884
-1,515
98
$1.47M 0.08%
12,301
-818
99
$1.43M 0.08%
11,291
-751
100
$1.41M 0.08%
8,668
-467
1 2 3
4
5