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MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$884M
1-Year Est. Return
5.86%
This Fund
S&P 500
1 Year Est. Return
+5.86%
AUM
$1.42B
AUM Growth
+$60.1M
(+4.4%)
Holding
157
Top Buys
| 1 | +$13.8M | |
| 2 | +$13.4M | |
| 3 | +$9.15M | |
| 4 |
IBDQ
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 |
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% |