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
$1.17B
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.83M
3
+$1.21M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.17M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$1.16M

Top Sells

1
+$1.7M
2
+$1.35M
3
+$1.14M
4
PYPL icon
PayPal
PYPL
+$1.1M
5
IPGP icon
IPG Photonics
IPGP
+$1.06M

Sector Composition

1 Consumer Discretionary 16.41%
2 Technology 14.24%
3 Communication Services 10.08%
4 Healthcare 9.57%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$471K 0.04%
2,685
-187
127
$453K 0.04%
+51,029
128
$425K 0.04%
3,891
-270
129
$373K 0.03%
3,895
-495
130
$268K 0.02%
3,225
+82
131
$252K 0.02%
2,689
-84
132
$245K 0.02%
1,712
-54
133
$233K 0.02%
2,387
+52
134
$220K 0.02%
6,107
-192
135
$220K 0.02%
2,572
-81
136
$217K 0.02%
1,023
-32
137
$211K 0.02%
5,724
-180
138
$203K 0.02%
+4,145
139
$201K 0.02%
3,993
-125
140
– –
-3,051
141
– –
-4,140
142
– –
-3,599
143
– –
-85,000
144
$0 ﹤0.01%
10,042
2 3 4 5
6