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

Top Buys

1
+$13.8M
2
+$13M
3
+$12.9M
4
RTO icon
Rentokil
RTO
+$12.9M
5
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$12.8M

Top Sells

1
+$38.3M
2
+$9.31M
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
2 3 4 5
6