MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.29B
1-Year Est. Return
11.54%
This Fund
S&P 500
1 Year Est. Return
+11.54%
AUM
$1.29B
AUM Growth
-$185M
(-13%)
Holding
135
Top Buys
| 1 | +$14.1M | |
| 2 | +$12.1M | |
| 3 | +$8.69M | |
| 4 |
Penumbra
PEN
|
+$7.3M |
| 5 |
Frontdoor
FTDR
|
+$5.61M |
Top Sells
| 1 | +$23.4M | |
| 2 | +$11.3M | |
| 3 | +$11.1M | |
| 4 |
Eastman Chemical
EMN
|
+$9.16M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.63M |
Sector Composition
| 1 | Technology | 15.8% |
| 2 | Healthcare | 14.29% |
| 3 | Consumer Discretionary | 11.9% |
| 4 | Communication Services | 11.53% |
| 5 | Financials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Shopify
SHOP
$156B
| $349K | 0.03% |
2,165
+225
|
|
||
127
VanEck Semiconductor ETF
SMH
$46.4B
| $325K | 0.03% |
903
+3
|
|
||
128
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.6B
| $293K | 0.02% |
+9,992
|
|
||
129
BellRing Brands
BRBR
$2.13B
| – | – |
-228,402
|
|
||
|
BSCP
130
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-1,129,326
|
|
||
131
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.39B
| – | – |
-234,407
|
|
||
132
Crocs
CROX
$4.36B
| – | – |
-82,492
|
|
||
|
133
Eastman Chemical
EMN
$8.59B
| – | – |
-145,203
|
|
||
134
Fastenal
FAST
$53.2B
| – | – |
-4,360
|
|
||
135
Energy Fuels
UUUU
$5.63B
| – | – |
-10,000
|
|