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MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $884M
1-Year Est. Return 5.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$9.85M
3
+$8.71M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$8.37M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.3M

Top Sells

1
+$21.6M
2
+$16.5M
3
+$13.7M
4
PING
Ping Identity Holding Corp.
PING
+$12.3M
5
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$9.26M

Sector Composition

1 Technology 17.82%
2 Consumer Discretionary 14.13%
3 Financials 11.51%
4 Real Estate 8.52%
5 Communication Services 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.32M 0.37%
108,658
-4,377
77
$5.31M 0.37%
65,268
+27,481
78
$5.17M 0.36%
319,103
-9,858
79
$5.16M 0.36%
59,469
+248
80
$4.96M 0.34%
116,281
-818
81
$4.39M 0.3%
73,141
-2,710
82
$4.01M 0.28%
135,728
-13,278
83
$3.88M 0.27%
116,725
-80,992
84
$3.64M 0.25%
58,547
-866
85
$3.36M 0.23%
22,190
+742
86
$3.28M 0.23%
+31,124
87
$3.27M 0.23%
+72,790
88
$3.2M 0.22%
44,579
+13,316
89
$3M 0.21%
+104,736
90
$2.9M 0.2%
12,031
+27
91
$2.79M 0.19%
66,583
+29,309
92
$2.62M 0.18%
86,811
-1,252
93
$2.61M 0.18%
257,446
-6,334
94
$2.6M 0.18%
55,035
+1,905
95
$2.54M 0.18%
54,884
-1,134
96
$2.35M 0.16%
329,224
-38,937
97
$2.2M 0.15%
64,218
-678
98
$2.09M 0.15%
46,402
-1,063
99
$2.01M 0.14%
12,182
+443
100
$2M 0.14%
+116,529
2 3
4
5 6