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
$2.25B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.7M
3
+$17M
4
MA icon
Mastercard
MA
+$16.3M
5
EQIX icon
Equinix
EQIX
+$15.3M

Top Sells

1
+$32.9M
2
+$23.4M
3
+$15.2M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$7.02M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$6.37M

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 17.74%
3 Financials 11.6%
4 Communication Services 10.85%
5 Healthcare 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.25M 0.06%
22,834
-2,235
102
$949K 0.04%
20,111
-3,994
103
$886K 0.04%
4,285
-859
104
$776K 0.03%
15,195
-2,514
105
$620K 0.03%
12,367
-2,626
106
$313K 0.01%
1,607
-294
107
$300K 0.01%
+23,000
108
$251K 0.01%
+1,065
109
– –
-523,828
110
– –
-22,609
111
– –
-1,100,781
1 2 3 4
5