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
$1.42B
AUM Growth
+$60.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$12.9M
3
+$8.6M
4
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$7.47M
5
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$7.4M

Top Sells

1
+$12.3M
2
+$11.1M
3
+$10M
4
ROIC
Retail Opportunity Investments Corp.
ROIC
+$6.58M
5
BN icon
Brookfield
BN
+$6.09M

Sector Composition

1 Consumer Discretionary 16.89%
2 Technology 14.95%
3 Healthcare 11.48%
4 Communication Services 8.17%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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0
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$0 ﹤0.01%
10,000
2 3 4 5
6