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
$1.03B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.73M
3
+$7.73M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$5.97M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$5.96M

Top Sells

1
+$10.5M
2
+$8.27M
3
+$6.31M
4
HZN
Horizon Global Corporation
HZN
+$4.78M
5
UAA icon
Under Armour
UAA
+$4.63M

Sector Composition

1 Consumer Discretionary 22.39%
2 Technology 12.81%
3 Communication Services 9.42%
4 Financials 8.16%
5 Healthcare 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.22M 0.21%
+37,790
102
$2.15M 0.21%
21,990
-1,108
103
$2.14M 0.21%
27,231
-42,937
104
$2.14M 0.21%
14,967
+534
105
$1.98M 0.19%
94,587
+3,472
106
$1.96M 0.19%
14,805
-759
107
$1.96M 0.19%
65,281
-4,082
108
$1.77M 0.17%
30,078
+15,187
109
$1.75M 0.17%
10,500
-552
110
$1.68M 0.16%
25,896
+8,949
111
$1.65M 0.16%
56,542
+3,853
112
$1.57M 0.15%
+19,368
113
$1.32M 0.13%
107,915
+4,201
114
$1.16M 0.11%
+19,168
115
$1.15M 0.11%
9,236
+2,114
116
$1.1M 0.11%
12,299
+2,817
117
$1.09M 0.11%
14,060
+3,225
118
$1.08M 0.1%
16,075
+3,735
119
$1.02M 0.1%
8,553
+1,956
120
$992K 0.1%
+25,253
121
$963K 0.09%
22,688
+5,200
122
$963K 0.09%
+6,913
123
$957K 0.09%
39,819
+19,752
124
$910K 0.09%
11,291
+2,578
125
$877K 0.08%
8,171
+1,869
3 4
5
6 7