MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$5.63M
3
+$5.23M
4
TRIP icon
TripAdvisor
TRIP
+$4.95M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.39M

Top Sells

1
+$5.6M
2
+$3.77M
3
+$2.15M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
VMI icon
Valmont Industries
VMI
+$1.71M

Sector Composition

1 Consumer Discretionary 22.2%
2 Communication Services 13.91%
3 Technology 8.69%
4 Industrials 7.09%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.76M 0.28%
57,724
+2,313
102
$1.7M 0.27%
108,575
+36,140
103
$1.69M 0.27%
31,326
+4,570
104
$1.66M 0.27%
24,557
-79,362
105
$1.64M 0.26%
+11,075
106
$1.62M 0.26%
107,094
-249,655
107
$1.61M 0.26%
+253,887
108
$1.59M 0.25%
88,300
-4,965
109
$1.58M 0.25%
21,410
+10,097
110
$1.58M 0.25%
101,261
+50,369
111
$1.57M 0.25%
907,600
+291,244
112
$1.54M 0.25%
77,089
+36,377
113
$1.53M 0.25%
127,809
-26,488
114
$1.53M 0.24%
37,088
+12,398
115
$1.52M 0.24%
99,683
+33,650
116
$1.52M 0.24%
24,430
+12,099
117
$1.47M 0.23%
63,427
+21,393
118
$1.46M 0.23%
47,133
+4,630
119
$1.45M 0.23%
24,293
-18
120
$1.44M 0.23%
42,356
+14,208
121
$1.42M 0.23%
33,067
+1,636
122
$1.34M 0.21%
28,701
+24,211
123
$1.34M 0.21%
55,256
-2,409
124
$1.3M 0.21%
+9,566
125
$1.19M 0.19%
32,458
+10,826
3 4
5
6 7