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
$1.42B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.9M
3
+$8.6M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$7.47M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$7.4M

Top Sells

1
+$12.3M
2
+$11.1M
3
+$10M
4
ROIC
Retail Opportunity Investments Corp.
ROIC
+$6.58M
5
BN icon
Brookfield
BN
+$6.09M

Sector Composition

1 Consumer Discretionary 16.89%
2 Technology 14.95%
3 Healthcare 11.48%
4 Communication Services 8.17%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.42M 0.1%
8,999
+267
102
$1.4M 0.1%
32,662
+2,099
103
$1.2M 0.08%
21,002
-1,423
104
$1.16M 0.08%
7,048
-371
105
$1.01M 0.07%
9,201
-577
106
$1M 0.07%
15,543
-1,052
107
$931K 0.07%
7,674
-418
108
$921K 0.07%
32,259
-2,337
109
$895K 0.06%
21,216
+1,416
110
$810K 0.06%
18,468
-1,181
111
$783K 0.06%
10,025
-627
112
$706K 0.05%
6,646
-431
113
$637K 0.05%
4,026
-263
114
$570K 0.04%
6,885
-465
115
$519K 0.04%
3,332
-154
116
$387K 0.03%
2,351
-157
117
$316K 0.02%
3,881
+341
118
$315K 0.02%
6,440
+2,330
119
$279K 0.02%
5,174
-294
120
$270K 0.02%
7,673
-437
121
$267K 0.02%
2,430
-139
122
– –
-13,918
123
– –
-291,778
124
– –
-18,410
125
– –
-978
2 3 4
5
6