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
$1.94B
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.8M
3
+$12.5M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$12.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.6M

Top Sells

1
+$20.2M
2
+$18.9M
3
+$17.6M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$16.9M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$14.4M

Sector Composition

1 Technology 17.18%
2 Consumer Discretionary 13.39%
3 Communication Services 11.46%
4 Financials 11.2%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.06%
13,470
+732
127
$1.16M 0.06%
8,035
-1,313
128
$1.1M 0.06%
+38,086
129
$403K 0.02%
4,404
-88,177
130
$51.3K ﹤0.01%
+10,000
131
– –
-254,557
132
– –
-148,531
133
– –
-697,542
2 3 4 5
6