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
$479M
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.8M
3
+$9.71M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$9.68M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$9.66M

Top Sells

1
+$1.23M
2
+$921K
3
+$910K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$864K
5
SSYS icon
Stratasys
SSYS
+$737K

Sector Composition

1 Consumer Discretionary 19.01%
2 Communication Services 14.23%
3 Technology 11.26%
4 Financials 8.13%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.27%
+21,530
102
$1.26M 0.26%
+41,292
103
$1.19M 0.25%
+32,256
104
$1.17M 0.24%
+60,426
105
$1.14M 0.24%
+72,435
106
$1.07M 0.22%
+74,367
107
$1.06M 0.22%
+208,470
108
$1.06M 0.22%
+403,226
109
$1.05M 0.22%
+19,475
110
$1.05M 0.22%
+71,171
111
$1.04M 0.22%
+47,487
112
$1.02M 0.21%
+66,033
113
$1.02M 0.21%
+616,356
114
$1.01M 0.21%
+61,274
115
$1.01M 0.21%
+16,649
116
$1.01M 0.21%
+17,748
117
$1M 0.21%
+17,879
118
$998K 0.21%
+42,034
119
$998K 0.21%
+19,317
120
$996K 0.21%
+28,148
121
$984K 0.2%
+24,690
122
$958K 0.2%
40,712
+16,709
123
$933K 0.19%
+11,313
124
$931K 0.19%
50,892
+14,024
125
$903K 0.19%
+12,331
2 3 4
5
6