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
$1.36B
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.81M
3
+$6.58M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$5.1M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$5.06M

Top Sells

1
+$31.6M
2
+$7.48M
3
+$5.78M
4
GHDX
Genomic Health, Inc.
GHDX
+$5.37M
5
KS
KapStone Paper and Pack Corp.
KS
+$4.76M

Sector Composition

1 Consumer Discretionary 17.95%
2 Technology 14.75%
3 Healthcare 9.56%
4 Financials 8.95%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$266K 0.02%
8,110
-408
127
$258K 0.02%
2,569
-129
128
$249K 0.02%
+5,468
129
$224K 0.02%
1,636
-82
130
$223K 0.02%
2,826
-142
131
$202K 0.01%
978
-49
132
$201K 0.01%
+4,110
133
– –
-4,159
134
– –
-225,203
135
– –
-4,006
136
– –
-3,853
137
– –
-122,141
138
– –
0
139
– –
-147,295
140
– –
0
141
– –
0
142
– –
-2,581
143
– –
-156,919
144
– –
-209,720
145
– –
-290,657
146
$0 ﹤0.01%
+10,000
2 3 4 5
6