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
$1.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.85M
3
+$4.65M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$4.41M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.06M

Top Sells

1
+$25.8M
2
+$4.75M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.23M
5
AMZN icon
Amazon
AMZN
+$732K

Sector Composition

1 Consumer Discretionary 17.33%
2 Technology 14.27%
3 Communication Services 9.36%
4 Healthcare 9.28%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.52M 0.19%
41,135
+2,250
102
$2.46M 0.19%
36,522
-713
103
$2.4M 0.18%
14,360
+355
104
$2.2M 0.17%
147,295
-3,960
105
$1.95M 0.15%
21,302
+526
106
$1.9M 0.15%
27,928
-227
107
$1.88M 0.14%
25,909
+317
108
$1.81M 0.14%
22,171
+1,665
109
$1.44M 0.11%
24,016
-223
110
$1.39M 0.11%
8,986
+427
111
$1.36M 0.1%
30,358
+2,021
112
$1.22M 0.09%
37,050
-225
113
$1.21M 0.09%
8,677
+50
114
$1.18M 0.09%
17,761
-178
115
$1.16M 0.09%
7,932
-80
116
$1.1M 0.08%
14,895
-148
117
$1.09M 0.08%
10,465
-104
118
$1.06M 0.08%
11,546
+33
119
$1.06M 0.08%
13,033
-129
120
$970K 0.07%
21,134
-118
121
$915K 0.07%
19,929
+1,441
122
$907K 0.07%
7,609
-45
123
$710K 0.05%
4,593
-45
124
$660K 0.05%
7,894
-14
125
$543K 0.04%
3,677
+133
2 3 4
5
6