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
$1.17B
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.83M
3
+$1.21M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.17M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$1.16M

Top Sells

1
+$1.7M
2
+$1.35M
3
+$1.14M
4
PYPL icon
PayPal
PYPL
+$1.1M
5
IPGP icon
IPG Photonics
IPGP
+$1.06M

Sector Composition

1 Consumer Discretionary 16.41%
2 Technology 14.24%
3 Communication Services 10.08%
4 Healthcare 9.57%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.2M 0.19%
62,547
-1,599
102
$2.13M 0.18%
20,776
-197
103
$2.08M 0.18%
25,592
-791
104
$2.07M 0.18%
14,005
-115
105
$1.92M 0.16%
151,255
-4,015
106
$1.69M 0.14%
28,155
-1,953
107
$1.68M 0.14%
20,506
-4,819
108
$1.58M 0.13%
24,239
-1,682
109
$1.26M 0.11%
8,559
+205
110
$1.23M 0.1%
28,337
-2,392
111
$1.13M 0.1%
17,939
-1,247
112
$1.12M 0.1%
8,627
-598
113
$1.09M 0.09%
8,012
-555
114
$1.06M 0.09%
15,043
-1,043
115
$1.05M 0.09%
11,513
-799
116
$1.01M 0.09%
13,162
-913
117
$971K 0.08%
37,275
-2,592
118
$957K 0.08%
21,252
-1,472
119
$947K 0.08%
10,569
-734
120
$919K 0.08%
7,654
-530
121
$806K 0.07%
18,488
-1,806
122
$648K 0.06%
7,908
-549
123
$648K 0.06%
4,638
-322
124
$501K 0.04%
3,544
-85
125
$471K 0.04%
4,061
-305
2 3 4
5
6