MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$6.73M
2
+$5.63M
3
+$5.23M
4
TRIP icon
TripAdvisor
TRIP
+$4.95M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.39M

Top Sells

1
+$5.6M
2
+$3.77M
3
+$2.15M
4
NFLX icon
Netflix
NFLX
+$2.08M
5
VMI icon
Valmont Industries
VMI
+$1.71M

Sector Composition

1 Consumer Discretionary 22.2%
2 Communication Services 13.91%
3 Technology 8.69%
4 Industrials 7.09%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.05M 0.17%
27,225
-34,432
127
$1.04M 0.17%
+8,205
128
$1.02M 0.16%
+11,665
129
$1.01M 0.16%
+11,062
130
$1.01M 0.16%
+51,303
131
$1M 0.16%
+13,483
132
$991K 0.16%
18,818
-657
133
$987K 0.16%
+19,719
134
$408K 0.07%
+13,104
135
$337K 0.05%
+8,049
136
$249K 0.04%
+2,000
137
$237K 0.04%
1,151
-167
138
$208K 0.03%
+1,941
139
$203K 0.03%
9,000
140
$23K ﹤0.01%
+85,000
141
– –
-208,470
142
– –
-1,132
143
– –
-60,426
144
– –
-16,649
145
– –
-5,130
146
– –
-20,133
147
– –
-11,761
148
– –
-28,795
149
– –
-7,239
150
– –
-1,700
3 4 5
6
7