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
$1.03B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.73M
3
+$7.73M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$5.97M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$5.96M

Top Sells

1
+$10.5M
2
+$8.27M
3
+$6.31M
4
HZN
Horizon Global Corporation
HZN
+$4.78M
5
UAA icon
Under Armour
UAA
+$4.63M

Sector Composition

1 Consumer Discretionary 22.39%
2 Technology 12.81%
3 Communication Services 9.42%
4 Financials 8.16%
5 Healthcare 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$693K 0.07%
8,448
+4,744
127
$654K 0.06%
+16,462
128
$587K 0.06%
4,952
+2,130
129
$459K 0.04%
2,867
+653
130
$454K 0.04%
4,155
+946
131
$435K 0.04%
+12,952
132
$389K 0.04%
+2,917
133
$384K 0.04%
4,158
+949
134
$295K 0.03%
4,174
+1,045
135
$287K 0.03%
+6,312
136
$260K 0.03%
+2,648
137
$252K 0.02%
+2,052
138
$226K 0.02%
+2,731
139
$225K 0.02%
+5,212
140
$223K 0.02%
+1,686
141
$222K 0.02%
+3,437
142
$210K 0.02%
+6,014
143
$1K ﹤0.01%
85,000
144
– –
-4,312
145
– –
-33,920
146
– –
-9,484
147
– –
-5,141
148
– –
-79,222
149
– –
-302,712
150
– –
-416,784
3 4 5
6
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