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MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $884M
1-Year Est. Return 5.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+5.86%
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
+$9.52M
2
+$7.68M
3
+$7.48M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$5.94M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$5.94M

Top Sells

1
+$10.5M
2
+$7.58M
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
1
$43.8M 4.23%
987,520
-41,300
2
$43M 4.16%
302,734
+15,117
3
$35.1M 3.39%
601,492
-14,425
4
$25.1M 2.42%
604,260
-28,360
5
$25M 2.41%
217,840
+76,064
6
$25M 2.41%
1,186,363
-2,519
7
$24.2M 2.34%
1,145,717
-2,479
8
$24.2M 2.34%
340,325
-15,750
9
$24.1M 2.33%
1,126,807
-2,383
10
$24M 2.32%
1,132,455
-3,838
11
$24M 2.32%
1,132,131
-3,837
12
$23.8M 2.3%
1,053,288
-3,318
13
$21.6M 2.08%
501,451
+43,876
14
$19.2M 1.86%
140,789
-8,528
15
$19.1M 1.85%
158,556
-5,229
16
$16M 1.54%
444,680
-230,176
17
$15.9M 1.53%
74,979
+17,699
18
$15.7M 1.52%
266,349
+9,926
19
$15.6M 1.51%
233,901
+8,401
20
$15.4M 1.49%
137,195
-8,898
21
$15.1M 1.46%
241,924
+23,382
22
$14.7M 1.42%
340,133
+9,455
23
$14.3M 1.38%
256,982
-11,010
24
$14.3M 1.38%
73,103
-1,875
25
$13.9M 1.35%
168,784
+93,670
1
2 3 4 5