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
$1.91B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$13.7M
3 +$13.7M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$13.6M
5
RTO icon
Rentokil
RTO
+$12.5M

Top Sells

1 +$38.6M
2 +$9.49M
3 +$8.91M
4
THO icon
Thor Industries
THO
+$7.41M
5
JLL icon
Jones Lang LaSalle
JLL
+$7.32M

Sector Composition

1 Technology 19.31%
2 Consumer Discretionary 13.64%
3 Financials 11.74%
4 Communication Services 9.36%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-78,271
127
-42,506
128
-136,424
129
-333,256
130
-351,338