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
$2.25B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.7M
3
+$17M
4
MA icon
Mastercard
MA
+$16.3M
5
EQIX icon
Equinix
EQIX
+$15.3M

Top Sells

1
+$32.9M
2
+$23.4M
3
+$15.2M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$7.02M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$6.37M

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 17.74%
3 Financials 11.6%
4 Communication Services 10.85%
5 Healthcare 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.92M 0.35%
85,197
+1,179
77
$7.54M 0.34%
20,014
+976
78
$7.42M 0.33%
77,560
+1,054
79
$7.13M 0.32%
40,729
+574
80
$6.33M 0.28%
34,925
+1,201
81
$5.89M 0.26%
57,411
+1,559
82
$5.75M 0.26%
82,293
+1,973
83
$5.75M 0.26%
205,529
+5,542
84
$5.61M 0.25%
354,633
+8,007
85
$4.73M 0.21%
60,269
+385
86
$4.21M 0.19%
71,863
+463
87
$3.21M 0.14%
9,341
-1,531
88
$2.77M 0.12%
136,172
+3,435
89
$2.65M 0.12%
15,763
-594
90
$2.58M 0.11%
118,055
+2,805
91
$2.36M 0.1%
31,341
-1,419
92
$1.96M 0.09%
40,761
-1,773
93
$1.86M 0.08%
11,364
-597
94
$1.77M 0.08%
19,291
-727
95
$1.73M 0.08%
12,454
-487
96
$1.59M 0.07%
8,715
-324
97
$1.48M 0.07%
+17,858
98
$1.48M 0.07%
9,401
-308
99
$1.42M 0.06%
16,134
-3,070
100
$1.27M 0.06%
25,816
-1,230
1 2 3
4
5