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
$479M
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.8M
3
+$9.71M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$9.68M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$9.66M

Top Sells

1
+$1.23M
2
+$921K
3
+$910K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$864K
5
SSYS icon
Stratasys
SSYS
+$737K

Sector Composition

1 Consumer Discretionary 19.01%
2 Communication Services 14.23%
3 Technology 11.26%
4 Financials 8.13%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$900K 0.19%
+21,632
127
$849K 0.18%
11,761
+3,518
128
$848K 0.18%
+7,239
129
$819K 0.17%
20,133
+7,669
130
$772K 0.16%
+1,132
131
$487K 0.1%
+5,729
132
$288K 0.06%
+5,130
133
$272K 0.06%
+1,318
134
$219K 0.05%
+9,000
135
$218K 0.05%
+4,490
136
$213K 0.04%
+2,037
137
$212K 0.04%
+2,509
138
$205K 0.04%
+1,700
139
– –
-5,751
140
– –
0
141
– –
-8,872
142
– –
-13,719
143
– –
-68,851
144
– –
-20,000
145
– –
-8,235
2 3 4 5
6