MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$884M
1-Year Est. Return
5.86%
This Fund
S&P 500
1 Year Est. Return
+5.86%
AUM
$884M
AUM Growth
-$405M
(-31%)
Holding
130
Top Buys
| 1 | +$6.68M | |
| 2 | +$3.57M | |
| 3 | +$2.96M | |
| 4 |
iShares JPMorgan EM Local Currency Bond ETF
LEMB
|
+$1.15M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$314 |
Top Sells
| 1 | +$30.5M | |
| 2 | +$15.8M | |
| 3 | +$12M | |
| 4 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$9.91M |
| 5 |
Mercado Libre
MELI
|
+$8.63M |
Sector Composition
| 1 | Technology | 14.65% |
| 2 | Healthcare | 13.14% |
| 3 | Consumer Discretionary | 11.26% |
| 4 | Communication Services | 11.1% |
| 5 | Financials | 9.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares National Muni Bond ETF
MUB
$44.7B
| – | – |
-14,343
|
|
||
127
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.88B
| – | – |
-9,992
|
|
||
|
128
State Street Blackstone Senior Loan ETF
SRLN
$5.22B
| – | – |
-240,039
|
|
||
129
Atlassian
TEAM
$29.4B
| – | – |
-6,280
|
|
||
130
Vanguard FTSE All-World ex-US ETF
VEU
$66.7B
| – | – |
-18,620
|
|