MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.66B
This Quarter Return
+1.32%
1 Year Return
+20.71%
3 Year Return
+89.55%
5 Year Return
+107.94%
10 Year Return
+363.7%
AUM
$1.96B
AUM Growth
+$1.96B
(+1.3%)
Cap. Flow
+$9.37M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
33.94%
Holding
130
New
7
Increased
64
Reduced
48
Closed
8
Top Buys
| 1 |
Icon
ICLR
|
$21.5M |
| 2 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$15.2M |
| 3 |
DoubleLine Commercial Real Estate ETF
DCRE
|
$13.2M |
| 4 |
DoubleLine Mortgage ETF
DMBS
|
$13.2M |
| 5 |
DexCom
DXCM
|
$13M |
Top Sells
| 1 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$38.8M |
| 2 |
Brookfield
BN
|
$17M |
| 3 |
JBTM
JBT Marel Corporation
JBTM
|
$10.2M |
| 4 |
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
|
$8.84M |
| 5 |
TSMC
TSM
|
$7.4M |
Sector Composition
| 1 | Technology | 16.4% |
| 2 | Consumer Discretionary | 13.75% |
| 3 | Healthcare | 13.02% |
| 4 | Communication Services | 11.46% |
| 5 | Financials | 10% |