MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.29B
1-Year Est. Return
11.54%
This Fund
S&P 500
1 Year Est. Return
+11.54%
AUM
$1.51B
AUM Growth
-$81.3M
(-5.1%)
Holding
145
Top Buys
| 1 | +$24.5M | |
| 2 | +$17.6M | |
| 3 | +$17.6M | |
| 4 |
EVBG
Everbridge, Inc. Common Stock
EVBG
|
+$16.1M |
| 5 |
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
|
+$15.2M |
Top Sells
| 1 | +$36.4M | |
| 2 | +$20M | |
| 3 | +$15.1M | |
| 4 |
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
|
+$10.8M |
| 5 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
+$8.8M |
Sector Composition
| 1 | Consumer Discretionary | 18.02% |
| 2 | Technology | 16.54% |
| 3 | Financials | 9.53% |
| 4 | Communication Services | 8.73% |
| 5 | Healthcare | 7.39% |