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
$2.3B
AUM Growth
-$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.51M
3
+$7.96M
4
SIVB
SVB Financial Group
SIVB
+$4.41M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M

Top Sells

1
+$11.3M
2
+$7.28M
3
+$6M
4
PRLB icon
Protolabs
PRLB
+$5.55M
5
AMT icon
American Tower
AMT
+$4.13M

Sector Composition

1 Technology 21.81%
2 Consumer Discretionary 16.37%
3 Communication Services 12.33%
4 Financials 12.2%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.35M 0.36%
129,007
-2,529
77
$8.18M 0.36%
101,973
-1,830
78
$7.75M 0.34%
275,102
-5,393
79
$7.23M 0.31%
57,398
-371
80
$6.85M 0.3%
205,460
-1,339
81
$6.24M 0.27%
355,981
-2,493
82
$6.1M 0.27%
36,033
-32
83
$5.24M 0.23%
58,092
-1,179
84
$4.64M 0.2%
82,360
-579
85
$4.21M 0.18%
59,756
+151
86
$4.01M 0.17%
71,257
+184
87
$3.95M 0.17%
33,984
+8
88
$3.51M 0.15%
118,439
-681
89
$3.25M 0.14%
23,231
+1,098
90
$3.21M 0.14%
17,604
+831
91
$2.83M 0.12%
136,353
-888
92
$2.68M 0.12%
6,785
-254
93
$2.58M 0.11%
35,260
+1,664
94
$2.44M 0.11%
12,692
+620
95
$2.1M 0.09%
45,204
+2,157
96
$2.04M 0.09%
38,707
+15,493
97
$1.9M 0.08%
21,545
+1,053
98
$1.88M 0.08%
9,721
+469
99
$1.67M 0.07%
10,361
+481
100
$1.61M 0.07%
29,110
+1,423
1 2 3
4
5