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
$2.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$12.7M
3
+$9.56M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$9.53M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$9.44M

Top Sells

1
+$43.5M
2
+$23M
3
+$11.5M
4
EMN icon
Eastman Chemical
EMN
+$10.2M
5
MA icon
Mastercard
MA
+$7.55M

Sector Composition

1 Technology 19.49%
2 Consumer Discretionary 16.39%
3 Financials 12.49%
4 Communication Services 11.85%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.33M 0.06%
16,149
102
$1.31M 0.06%
24,255
+900
103
$1.22M 0.05%
23,214
+13,729
104
$1.19M 0.05%
13,823
-107
105
$792K 0.03%
15,379
-164
106
$766K 0.03%
3,227
-7
107
$549K 0.02%
10,104
+136
108
$460K 0.02%
23,000
-200
109
$299K 0.01%
1,326
-10
110
$241K 0.01%
1,065
+60
111
– –
-67,058
112
– –
-92,911
113
– –
-206,332
114
– –
-1,086,777
1 2 3 4
5