MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.29B
1-Year Est. Return 11.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
-$87.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$9.85M
3
+$8.71M
4
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$8.37M
5
VOO icon
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
DFE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$224K 0.02%
1,062
127
$61.6K ﹤0.01%
+10,000
128
– –
-438,777
129
– –
-644,613
130
– –
-204,635
131
– –
-1,110
132
– –
-284,108
133
– –
-73,771
2 3 4 5
6