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
$1.94B
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.8M
3
+$12.5M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$12.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.6M

Top Sells

1
+$20.2M
2
+$18.9M
3
+$17.6M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$16.9M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$14.4M

Sector Composition

1 Technology 17.18%
2 Consumer Discretionary 13.39%
3 Communication Services 11.46%
4 Financials 11.2%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.46M 0.44%
14,210
-480
77
$8.4M 0.43%
+532,753
78
$8.25M 0.43%
174,241
-15,411
79
$8.23M 0.42%
41,587
-3,827
80
$8.03M 0.41%
63,745
-7,755
81
$7.98M 0.41%
87,299
-3,158
82
$7.94M 0.41%
23,731
-734
83
$7.76M 0.4%
178,469
-11,006
84
$7.67M 0.4%
8,387
-173
85
$7.27M 0.38%
115,580
-11,192
86
$6.91M 0.36%
+126,028
87
$6.83M 0.35%
67,515
-11,726
88
$6.73M 0.35%
+18,078
89
$6.44M 0.33%
121,344
-3,321
90
$6.43M 0.33%
153,835
-14,180
91
$6.35M 0.33%
79,926
-11,929
92
$6.22M 0.32%
63,646
-7,841
93
$6.2M 0.32%
76,813
-9,484
94
$6.19M 0.32%
155,388
-31,583
95
$6.07M 0.31%
55,854
-6,963
96
$6M 0.31%
307,923
-412,576
97
$5.77M 0.3%
146,185
-4,728
98
$4.85M 0.25%
18,348
+1,100
99
$4.85M 0.25%
20,910
-2,210
100
$4.8M 0.25%
100,607
+11,710
2 3
4
5 6