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
$1.91B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$13.7M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$13.6M
5
RTO icon
Rentokil
RTO
+$12.5M

Top Sells

1
+$38.6M
2
+$9.49M
3
+$8.91M
4
THO icon
Thor Industries
THO
+$7.41M
5
JLL icon
Jones Lang LaSalle
JLL
+$7.32M

Sector Composition

1 Technology 19.31%
2 Consumer Discretionary 13.64%
3 Financials 11.74%
4 Communication Services 9.36%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.49M 0.13%
52,541
+286
102
$2.33M 0.12%
36,934
+20,619
103
$2.15M 0.11%
11,424
+363
104
$2.11M 0.11%
12,380
-947
105
$1.91M 0.1%
46,860
+5,339
106
$1.71M 0.09%
20,219
-1,625
107
$1.67M 0.09%
77,404
-6,323
108
$1.65M 0.09%
38,111
-1,855
109
$1.62M 0.08%
117,192
-2,663
110
$1.54M 0.08%
9,775
-1,224
111
$1.44M 0.08%
24,340
-1,955
112
$1.41M 0.07%
+20,436
113
$1.14M 0.06%
5,374
+584
114
$1.08M 0.06%
37,234
-1,329,134
115
$1.04M 0.05%
21,000
+5,650
116
$941K 0.05%
10,647
+1,409
117
$609K 0.03%
10,513
118
$522K 0.03%
2,101
+186
119
$333K 0.02%
+8,300
120
$282K 0.01%
+1,063
121
$255K 0.01%
+1,169
122
$244K 0.01%
+1,374
123
$69.8K ﹤0.01%
+10,000
124
– –
-17,267
125
– –
-52,004
2 3 4
5
6