MFWM
Motley Fool Wealth Management Portfolio holdings
AUM
$1.47B
1-Year Est. Return
13.83%
1 Year Est. Return
+13.83%
AUM
$1.66B
AUM Growth
-$33.6M
(-2%)
Holding
138
Top Buys
| 1 | +$12.8M | |
| 2 | +$12.7M | |
| 3 | +$11.9M | |
| 4 |
Vertex Pharmaceuticals
VRTX
|
+$9.29M |
| 5 |
MYCF
SSGA Active Trust State Street My2026 Corporate Bond ETF
MYCF
|
+$7.44M |
Top Sells
| 1 | +$17M | |
| 2 | +$16.7M | |
| 3 | +$10.7M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$9.18M |
| 5 |
Booking.com
BKNG
|
+$8.9M |
Sector Composition
| 1 | Technology | 15.94% |
| 2 | Consumer Discretionary | 14.03% |
| 3 | Communication Services | 12.55% |
| 4 | Financials | 10.73% |
| 5 | Healthcare | 10.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Energy Fuels
UUUU
$5.21B
| $57.5K | ﹤0.01% |
10,000
|
|
||
127
DoubleVerify
DV
$1.69B
| – | – |
-146,480
|
|
||
128
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.28B
| – | – |
-413,495
|
|
||
129
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.48B
| – | – |
-276,344
|
|
||
130
Cooper Companies
COO
$16.1B
| – | – |
-96,407
|
|
||
131
Globus Medical
GMED
$12.5B
| – | – |
-117,534
|
|
||
132
Gentex
GNTX
$5.24B
| – | – |
-274,663
|
|
||
133
MSCI
MSCI
$45.3B
| – | – |
-13,022
|
|
||
134
Micron Technology
MU
$408B
| – | – |
-191,983
|
|
||
135
SLB Ltd
SLB
$69.8B
| – | – |
-71,213
|
|
||
136
Trex
TREX
$4.69B
| – | – |
-117,985
|
|
||
137
TransUnion
TRU
$16.7B
| – | – |
-90,823
|
|