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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
$1.44B
AUM Growth
-$87.9M
(-5.8%)
Holding
151
Top Buys
| 1 | +$22.7M | |
| 2 | +$9.85M | |
| 3 | +$8.71M | |
| 4 |
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
|
+$8.37M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$6.3M |
Top Sells
| 1 | +$21.6M | |
| 2 | +$16.5M | |
| 3 | +$13.7M | |
| 4 |
PING
Ping Identity Holding Corp.
PING
|
+$12.3M |
| 5 |
WisdomTree Europe SmallCap Dividend Fund
DFE
|
+$9.26M |
Sector Composition
| 1 | Technology | 17.82% |
| 2 | Consumer Discretionary | 14.13% |
| 3 | Financials | 11.51% |
| 4 | Real Estate | 8.52% |
| 5 | Communication Services | 7.72% |