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
$1.94B
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.8M
3
+$12.5M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$12.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.6M

Top Sells

1
+$20.2M
2
+$18.9M
3
+$17.6M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$16.9M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$14.4M

Sector Composition

1 Technology 17.18%
2 Consumer Discretionary 13.39%
3 Communication Services 11.46%
4 Financials 11.2%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4M 0.21%
+46,948
102
$3.87M 0.2%
+58,647
103
$3.76M 0.19%
15,839
+6,926
104
$3.04M 0.16%
62,626
+19,976
105
$2.99M 0.15%
77,368
-11,031
106
$2.98M 0.15%
32,925
-3,487
107
$2.83M 0.15%
147,343
-17,888
108
$2.71M 0.14%
+25,675
109
$2.69M 0.14%
61,581
+7,793
110
$2.67M 0.14%
16,161
-1,670
111
$2.61M 0.13%
52,848
-8,298
112
$2.57M 0.13%
27,217
-2,761
113
$2.15M 0.11%
+35,055
114
$2.11M 0.11%
15,894
-731
115
$1.87M 0.1%
9,909
-1,030
116
$1.83M 0.09%
25,997
-7,842
117
$1.79M 0.09%
7,448
+717
118
$1.6M 0.08%
+43,279
119
$1.58M 0.08%
17,104
-1,765
120
$1.56M 0.08%
+14,841
121
$1.55M 0.08%
32,099
-3,205
122
$1.43M 0.07%
3,581
+1,681
123
$1.37M 0.07%
64,252
-6,590
124
$1.26M 0.07%
20,311
-2,057
125
$1.21M 0.06%
+15,830
2 3 4
5
6