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

Top Buys

1
+$19.9M
2
+$14M
3
+$12.7M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$12.6M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.7M

Top Sells

1
+$18.9M
2
+$17.6M
3
+$17.4M
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
+$14.5M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 13.39%
3 Communication Services 11.61%
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