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
$761M
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$8.03M
2
+$7.89M
3
+$7.04M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$6.93M
5
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$6.81M

Top Sells

1
+$3.66M
2
+$3.34M
3
+$2.27M
4
EIDO icon
iShares MSCI Indonesia ETF
EIDO
+$2.24M
5
EQNR icon
Equinor
EQNR
+$2.11M

Sector Composition

1 Consumer Discretionary 23.01%
2 Communication Services 12.45%
3 Technology 8.81%
4 Industrials 7.14%
5 Healthcare 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,941
152
– –
-9,000
153
– –
-26,620
154
– –
-8,049
155
– –
-33,067
3 4 5 6
7