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
$761M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$7.6M
3
+$6.94M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$6.82M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.81M

Top Sells

1
+$3.66M
2
+$2.69M
3
+$2.27M
4
ZG icon
Zillow
ZG
+$2.2M
5
EQNR icon
Equinor
EQNR
+$2.11M

Sector Composition

1 Consumer Discretionary 23.01%
2 Communication Services 12.45%
3 Technology 8.81%
4 Industrials 7.14%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.94M 0.25%
118,421
+15,197
102
$1.88M 0.24%
143,609
+43,926
103
$1.87M 0.24%
15,568
+4,493
104
$1.86M 0.24%
60,226
+4,970
105
$1.85M 0.24%
46,789
+14,331
106
$1.82M 0.24%
60,490
+2,766
107
$1.75M 0.23%
82,858
-60,899
108
$1.7M 0.22%
89,240
+27,196
109
$1.68M 0.22%
91,184
+27,757
110
$1.65M 0.21%
83,633
-50,310
111
$1.62M 0.21%
91,011
-39,791
112
$1.62M 0.21%
95,875
+7,575
113
$1.56M 0.2%
+88,191
114
$1.54M 0.2%
+174,339
115
$1.52M 0.2%
+35,214
116
$1.46M 0.19%
71,093
+23,960
117
$1.41M 0.18%
26,508
-8,075
118
$1.39M 0.18%
149,486
+42,392
119
$1.28M 0.17%
155,161
+46,586
120
$1.26M 0.16%
+7,615
121
$1.21M 0.16%
17,528
+5,863
122
$1.2M 0.16%
9,225
-341
123
$1.12M 0.15%
369,185
+180,992
124
$1.09M 0.14%
9,017
+812
125
$1.05M 0.14%
24,211
-4,490
3 4
5
6 7