MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.66B
1-Year Est. Return
20.71%
1 Year Est. Return
+20.71%
AUM
$1.69B
AUM Growth
-$247M
(-13%)
Holding
137
Top Buys
| 1 | +$18.8M | |
| 2 | +$18.2M | |
| 3 | +$12.4M | |
| 4 |
Fabrinet
FN
|
+$9.5M |
| 5 |
Alphatec Holdings
ATEC
|
+$9.07M |
Top Sells
| 1 | +$18.4M | |
| 2 | +$14.4M | |
| 3 | +$13.1M | |
| 4 |
Amazon
AMZN
|
+$11.2M |
| 5 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$11.1M |
Sector Composition
| 1 | Technology | 16.01% |
| 2 | Consumer Discretionary | 13.18% |
| 3 | Financials | 12.5% |
| 4 | Communication Services | 10.91% |
| 5 | Healthcare | 10.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
CrowdStrike
CRWD
$122B
| – | – |
-41,949
|
|
||
127
iShares Core Dividend Growth ETF
DGRO
$35.3B
| – | – |
-35,055
|
|
||
128
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.8B
| – | – |
-25,675
|
|
||
129
iShares Core MSCI Total International Stock ETF
IXUS
$50.1B
| – | – |
-58,647
|
|
||
130
Moderna
MRNA
$10.2B
| – | – |
-155,388
|
|
||
131
Starbucks
SBUX
$97B
| – | – |
-4,404
|
|
||
132
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.79B
| – | – |
-38,086
|
|
||
133
iShares 20+ Year Treasury Bond ETF
TLT
$49.1B
| – | – |
-46,948
|
|
||
|
NARI
134
DELISTED
Inari Medical, Inc. Common Stock
NARI
| – | – |
-174,360
|
|