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
$1.66B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$21.4M
3
+$19.7M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$18.1M
5
CRM icon
Salesforce
CRM
+$12.1M

Top Sells

1
+$21.3M
2
+$16.5M
3
+$13.9M
4
Z icon
Zillow
Z
+$5.59M
5
ORLY icon
O'Reilly Automotive
ORLY
+$5.03M

Sector Composition

1 Technology 20.87%
2 Consumer Discretionary 16.82%
3 Financials 9.07%
4 Communication Services 8.74%
5 Healthcare 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.48M 0.09%
11,494
+1,952
102
$1.43M 0.09%
12,247
+2,080
103
$1.4M 0.08%
31,854
+1,151
104
$1.39M 0.08%
9,511
+1,624
105
$1.28M 0.08%
7,182
-342
106
$1.28M 0.08%
23,097
+3,921
107
$910K 0.05%
20,465
+530
108
$792K 0.05%
16,070
+3,013
109
$521K 0.03%
4,876
+322
110
$433K 0.03%
6,167
+408
111
$432K 0.03%
2,608
-74
112
$405K 0.02%
21,670
+1,100
113
$399K 0.02%
8,970
+593
114
$343K 0.02%
12,783
+468
115
$333K 0.02%
6,049
+399
116
$268K 0.02%
2,885
-336
117
– –
-117,974
118
– –
-2,451
119
– –
-189,345
120
– –
0
121
– –
-111,414
122
– –
-187,538
123
– –
-93,420
124
– –
-42,329
125
– –
-782,477
1 2 3 4
5