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
$1.03B
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$8.83M
2
+$8.73M
3
+$7.73M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$5.97M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$5.96M

Top Sells

1
+$10.5M
2
+$8.27M
3
+$6.31M
4
HZN
Horizon Global Corporation
HZN
+$4.78M
5
UAA icon
Under Armour
UAA
+$4.63M

Sector Composition

1 Consumer Discretionary 22.39%
2 Technology 12.81%
3 Communication Services 9.42%
4 Financials 8.16%
5 Healthcare 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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-159,360
152
– –
-42,446
153
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-198,961
154
– –
-78,509
155
– –
-10,334
156
– –
-133,582
157
– –
-26,541
158
– –
-33,169
159
$0 ﹤0.01%
10,042
3 4 5 6
7