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

Top Buys

1
+$7.65M
2
+$7.6M
3
+$6.94M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$6.82M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.81M

Top Sells

1
+$3.66M
2
+$2.69M
3
+$2.27M
4
ZG icon
Zillow
ZG
+$2.2M
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
1
$31.8M 4.13%
559,642
+105,593
2
$24.1M 3.13%
267,635
+40,726
3
$21.1M 2.74%
1,021,671
+336,957
4
$20.7M 2.69%
974,957
+321,486
5
$20.6M 2.68%
970,411
+320,045
6
$20.6M 2.68%
975,211
+321,634
7
$20.6M 2.68%
987,698
+325,549
8
$20.6M 2.67%
906,934
+299,091
9
$19.7M 2.56%
887,253
+292,502
10
$18.6M 2.41%
726,000
+163,640
11
$18.4M 2.39%
96,561
+14,842
12
$16.5M 2.14%
597,244
+89,256
13
$15.5M 2.01%
12,525
+2,336
14
$14.8M 1.93%
141,051
+23,793
15
$14.6M 1.9%
304,204
+62,541
16
$14.2M 1.84%
466,060
+79,140
17
$12M 1.56%
133,274
+12,752
18
$11.1M 1.44%
350,931
+72,954
19
$10.7M 1.39%
647,400
+138,900
20
$10.2M 1.33%
708,500
+133,350
21
$9.91M 1.29%
157,308
+40,798
22
$9.91M 1.29%
112,678
+20,727
23
$9.76M 1.27%
71,010
+16,285
24
$9.42M 1.22%
48,694
+11,211
25
$9.25M 1.2%
121,702
+27,283
1
2 3 4 5