MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.2M
3
+$12.4M
4
FN icon
Fabrinet
FN
+$9.5M
5
ATEC icon
Alphatec Holdings
ATEC
+$9.07M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.1M
4
AMZN icon
Amazon
AMZN
+$11.2M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$11.1M

Sector Composition

1 Technology 15.89%
2 Consumer Discretionary 13.18%
3 Financials 12.5%
4 Communication Services 11.03%
5 Healthcare 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.41M 0.44%
+33,078
77
$7.36M 0.44%
13,022
-1,188
78
$7.07M 0.42%
80,280
-7,019
79
$7.03M 0.42%
263,859
+117,674
80
$7.01M 0.41%
63,689
-56
81
$6.88M 0.41%
7,271
-1,116
82
$6.85M 0.41%
117,985
-10,418
83
$6.77M 0.4%
499,777
-32,976
84
$6.74M 0.4%
202,906
-28,254
85
$6.6M 0.39%
168,783
-9,686
86
$6.53M 0.39%
21,783
-1,948
87
$6.44M 0.38%
30,358
-6,230
88
$6.4M 0.38%
274,663
-23,013
89
$6.24M 0.37%
119,866
-6,162
90
$6.24M 0.37%
89,838
-12,297
91
$6.22M 0.37%
69,244
-7,569
92
$6.19M 0.37%
63,474
-4,041
93
$6.11M 0.36%
110,837
-10,507
94
$5.99M 0.35%
36,114
-5,473
95
$5.82M 0.34%
62,875
-771
96
$5.76M 0.34%
16,911
-1,167
97
$5.42M 0.32%
149,596
-4,239
98
$5.41M 0.32%
276,344
-31,579
99
$4.95M 0.29%
18,675
-2,235
100
$4.43M 0.26%
87,132
-13,475
2 3
4
5 6