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
$1.36B
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.81M
3
+$6.58M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$5.1M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$5.06M

Top Sells

1
+$31.6M
2
+$7.48M
3
+$5.78M
4
GHDX
Genomic Health, Inc.
GHDX
+$5.37M
5
KS
KapStone Paper and Pack Corp.
KS
+$4.76M

Sector Composition

1 Consumer Discretionary 17.95%
2 Technology 14.75%
3 Healthcare 9.56%
4 Financials 8.95%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.34M 0.17%
14,939
+579
102
$2.1M 0.15%
22,185
+883
103
$1.97M 0.15%
24,602
+2,431
104
$1.6M 0.12%
26,048
-1,880
105
$1.35M 0.1%
30,563
+205
106
$1.35M 0.1%
8,732
-254
107
$1.21M 0.09%
17,869
+4,836
108
$1.2M 0.09%
7,419
-513
109
$1.15M 0.08%
18,410
-7,499
110
$1.11M 0.08%
22,425
-1,591
111
$1.04M 0.08%
16,595
-1,166
112
$1.04M 0.08%
8,092
-585
113
$1.03M 0.08%
34,596
-2,454
114
$1.02M 0.07%
9,778
-687
115
$955K 0.07%
13,918
-977
116
$930K 0.07%
19,800
-129
117
$853K 0.06%
19,649
-1,485
118
$844K 0.06%
10,652
-894
119
$741K 0.05%
7,077
-532
120
$619K 0.05%
4,289
-304
121
$548K 0.04%
7,350
-544
122
$512K 0.04%
3,486
-191
123
$460K 0.03%
2,508
-182
124
$324K 0.02%
3,601
-256
125
$267K 0.02%
3,540
+116
2 3 4
5
6