MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.2M
3
+$12.4M
4
FN icon
Fabrinet
FN
+$9.5M
5
ATEC icon
Alphatec Holdings
ATEC
+$9.07M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.1M
4
AMZN icon
Amazon
AMZN
+$11.2M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$11.1M

Sector Composition

1 Technology 15.89%
2 Consumer Discretionary 13.18%
3 Financials 12.5%
4 Communication Services 11.03%
5 Healthcare 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.01M 0.24%
15,490
-2,858
102
$3.94M 0.23%
17,735
+1,896
103
$3.05M 0.18%
61,077
-1,549
104
$3.04M 0.18%
49,397
-3,451
105
$2.98M 0.18%
71,213
-6,155
106
$2.67M 0.16%
24,536
-2,681
107
$2.54M 0.15%
28,987
-3,938
108
$2.44M 0.14%
14,326
-1,835
109
$2.34M 0.14%
51,749
-9,832
110
$1.96M 0.12%
146,480
-863
111
$1.79M 0.11%
23,187
-2,810
112
$1.72M 0.1%
15,877
-17
113
$1.6M 0.09%
8,912
-997
114
$1.55M 0.09%
14,734
-107
115
$1.53M 0.09%
41,687
-1,592
116
$1.44M 0.09%
6,483
-965
117
$1.38M 0.08%
57,618
-6,634
118
$1.33M 0.08%
15,158
-1,946
119
$1.31M 0.08%
18,312
-1,999
120
$1.27M 0.07%
7,641
-394
121
$1.2M 0.07%
28,388
-3,711
122
$1.04M 0.06%
11,486
-1,984
123
$930K 0.06%
3,587
+6
124
$37.3K ﹤0.01%
10,000
125
– –
-15,830
2 3 4
5
6