MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.47B
1-Year Est. Return
13.83%
1 Year Est. Return
+13.83%
AUM
$1.47B
AUM Growth
-$183M
(-11%)
Holding
135
Top Buys
| 1 | +$18.3M | |
| 2 | +$14.4M | |
| 3 | +$11.6M | |
| 4 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
+$11.5M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$6.83M |
Top Sells
| 1 | +$22M | |
| 2 | +$20.8M | |
| 3 | +$20.3M | |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$13.2M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$11.2M |
Sector Composition
| 1 | Technology | 16.79% |
| 2 | Consumer Discretionary | 12.42% |
| 3 | Healthcare | 12.33% |
| 4 | Communication Services | 11.7% |
| 5 | Financials | 10.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Shopify
SHOP
$212B
| $288K | 0.02% |
1,940
-4,095
|
|
||
127
Fastenal
FAST
$48.6B
| $214K | 0.01% |
4,360
-217,292
|
|
||
128
Energy Fuels
UUUU
$3.34B
| $154K | 0.01% |
10,000
|
|
||
129
Foreign Trade Bank of Latin America
BLX
$1.67B
| – | – |
-38,369
|
|
||
130
Comcast
CMCSA
$108B
| – | – |
-202,412
|
|
||
131
Morningstar
MORN
$8.62B
| – | – |
-19,701
|
|
||
132
Okta
OKTA
$16.1B
| – | – |
-66,442
|
|
||
133
Trade Desk
TTD
$17.7B
| – | – |
-5,253
|
|
||
134
United Parcel Service
UPS
$84.9B
| – | – |
-53,940
|
|