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
$1.91B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$13.7M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$13.6M
5
RTO icon
Rentokil
RTO
+$12.5M

Top Sells

1
+$38.6M
2
+$9.49M
3
+$8.91M
4
THO icon
Thor Industries
THO
+$7.41M
5
JLL icon
Jones Lang LaSalle
JLL
+$7.32M

Sector Composition

1 Technology 19.31%
2 Consumer Discretionary 13.64%
3 Financials 11.74%
4 Communication Services 9.36%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.67M 0.4%
310,129
-3,634
77
$7.45M 0.39%
98,848
-9,136
78
$7.41M 0.39%
97,856
-1,240
79
$7.23M 0.38%
43,918
-883
80
$7.01M 0.37%
254,556
+13,195
81
$6.94M 0.36%
152,429
-90,190
82
$6.85M 0.36%
24,009
-226
83
$6.75M 0.35%
159,158
-2,927
84
$6.66M 0.35%
+463,973
85
$6.6M 0.35%
89,774
+2,053
86
$6.44M 0.34%
98,480
-1,071
87
$6.39M 0.33%
40,514
-3,487
88
$5.9M 0.31%
65,672
-863
89
$5.69M 0.3%
136,787
-6,373
90
$5.51M 0.29%
26,171
-1,553
91
$5.29M 0.28%
101,576
-1,572
92
$5.16M 0.27%
+27,083
93
$4.59M 0.24%
71,078
-1,358
94
$4.23M 0.22%
20,467
-501
95
$4.09M 0.21%
102,050
-981
96
$4.02M 0.21%
84,386
+9,348
97
$3.74M 0.2%
148,531
+3,740
98
$3.49M 0.18%
15,031
+1,599
99
$2.86M 0.15%
54,402
-3,897
100
$2.82M 0.15%
19,205
-4,311
2 3
4
5 6