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
$1.51B
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$16.7M
3
+$15.3M
4
NFLX icon
Netflix
NFLX
+$15.1M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$11.7M

Top Sells

1
+$36.4M
2
+$17.4M
3
+$15.1M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$10.8M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$8.83M

Sector Composition

1 Consumer Discretionary 18.02%
2 Technology 16.54%
3 Financials 9.53%
4 Communication Services 8.73%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.29M 0.09%
10,396
+691
102
$1.26M 0.08%
30,703
-195
103
$1.26M 0.08%
7,524
-132
104
$1.23M 0.08%
9,542
+635
105
$1.22M 0.08%
10,167
+676
106
$1.04M 0.07%
19,176
+1,275
107
$1.02M 0.07%
7,887
+517
108
$803K 0.05%
19,935
+857
109
$640K 0.04%
13,057
-1,874
110
$487K 0.03%
4,554
+38
111
$421K 0.03%
5,759
+47
112
$413K 0.03%
2,682
+85
113
$380K 0.03%
8,377
+67
114
$372K 0.02%
20,570
+495
115
$343K 0.02%
12,315
-518
116
$337K 0.02%
2,451
+163
117
$300K 0.02%
3,221
-183
118
$284K 0.02%
5,650
+48
119
– –
-5,159
120
– –
-22,234
121
– –
-66,042
122
– –
-3,813
123
– –
-567,005
124
– –
-2,903
125
– –
0
2 3 4
5
6