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
$1.76B
AUM Growth
+$375M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$28.7M
3
+$25.5M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$20.7M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$19.9M

Top Sells

1
+$30M
2
+$29.4M
3
+$22.7M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$22.3M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$19.8M

Sector Composition

1 Technology 22.05%
2 Consumer Discretionary 17.88%
3 Financials 9.95%
4 Communication Services 9.92%
5 Healthcare 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.07%
9,237
-691
102
$1.01M 0.06%
22,689
-1,478
103
$948K 0.05%
25,899
-1,685
104
$947K 0.05%
24,408
-948
105
$889K 0.05%
17,728
-25
106
$864K 0.05%
5,270
-328
107
$610K 0.03%
15,388
-514
108
$282K 0.02%
1,937
-129
109
$261K 0.01%
+3,159
110
– –
-21,670
111
– –
-9,659
112
– –
-6,160
113
– –
-232,969
114
– –
-4,871
115
– –
-6,042
116
– –
-907,749
117
– –
-1,221,929
118
– –
-1,198,200
119
– –
-172,244
120
– –
-8,961
121
– –
-28,945
122
– –
-53,763
123
– –
-802,412
124
– –
-893,730
1 2 3 4
5