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
$2.3B
AUM Growth
-$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.51M
3
+$7.96M
4
SIVB
SVB Financial Group
SIVB
+$4.41M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M

Top Sells

1
+$11.3M
2
+$7.28M
3
+$6M
4
PRLB icon
Protolabs
PRLB
+$5.55M
5
AMT icon
American Tower
AMT
+$4.13M

Sector Composition

1 Technology 21.81%
2 Consumer Discretionary 16.37%
3 Communication Services 12.33%
4 Financials 12.2%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.53M 0.07%
17,880
+4,057
102
$1.34M 0.06%
25,501
+1,246
103
$869K 0.04%
17,202
+1,823
104
$737K 0.03%
3,112
-115
105
$489K 0.02%
23,600
+600
106
$474K 0.02%
9,481
-623
107
$315K 0.01%
+1,182
108
$283K 0.01%
1,095
+30
109
$271K 0.01%
1,241
-85
110
$205K 0.01%
+869
111
– –
-49,777
112
– –
-16,149
113
– –
-60,485
1 2 3 4
5