MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$761M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$7.65M
2
+$7.6M
3
+$6.94M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$6.82M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.81M

Top Sells

1
+$3.66M
2
+$2.69M
3
+$2.27M
4
ZG icon
Zillow
ZG
+$2.2M
5
EQNR icon
Equinor
EQNR
+$2.11M

Sector Composition

1 Consumer Discretionary 23.01%
2 Communication Services 12.45%
3 Technology 8.81%
4 Industrials 7.14%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.14%
14,565
+1,082
127
$981K 0.13%
26,456
+2,163
128
$977K 0.13%
11,869
+807
129
$939K 0.12%
54,826
+3,523
130
$894K 0.12%
366,245
+112,358
131
$878K 0.11%
20,105
+1,287
132
$786K 0.1%
21,456
+1,737
133
$628K 0.08%
87,791
-375,486
134
$623K 0.08%
1,384,173
+476,573
135
$451K 0.06%
35,270
-152,935
136
$445K 0.06%
25,165
-108,144
137
$305K 0.04%
8,356
-36,232
138
$277K 0.04%
4,445
-19,612
139
$14K ﹤0.01%
85,000
140
$8K ﹤0.01%
+84
141
– –
-2,000
142
– –
-13,104
143
– –
-59,195
144
– –
-14,342
145
– –
-117,795
146
– –
-47,600
147
– –
-27,225
148
– –
-1,151
149
– –
-127,809
150
– –
-1,941
3 4 5
6
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