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
$1.17B
AUM Growth
+$71.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$9.4M
2
+$6.83M
3
+$1.21M
4
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$1.17M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$1.16M

Top Sells

1
+$1.7M
2
+$1.35M
3
+$1.14M
4
PYPL icon
PayPal
PYPL
+$1.1M
5
IPGP icon
IPG Photonics
IPGP
+$1.06M

Sector Composition

1 Consumer Discretionary 16.41%
2 Technology 14.24%
3 Communication Services 10.08%
4 Healthcare 9.57%
5 Financials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$59.6M 5.07%
348,537
-9,975
2
$44.4M 3.78%
923,280
-28,140
3
$38M 3.24%
204,071
-6,139
4
$37.8M 3.22%
589,841
-17,146
5
$36.2M 3.09%
195,839
-5,714
6
$30.8M 2.63%
574,306
-16,371
7
$28M 2.39%
583,840
-17,460
8
$27.5M 2.34%
1,282,753
+56,622
9
$26.5M 2.25%
1,238,888
+54,684
10
$26.2M 2.23%
1,218,356
+53,780
11
$26M 2.22%
1,224,466
+54,050
12
$25.9M 2.21%
1,224,114
+54,035
13
$25.8M 2.19%
1,138,864
+50,274
14
$25.2M 2.15%
13,780
-406
15
$22.1M 1.89%
237,099
-7,651
16
$20M 1.7%
287,976
+7,760
17
$19.7M 1.68%
296,235
-8,857
18
$19M 1.62%
252,889
+6,810
19
$18.8M 1.6%
72,579
-1,440
20
$18.1M 1.54%
127,897
-3,044
21
$16.8M 1.43%
332,007
-10,322
22
$16.2M 1.38%
419,692
-12,684
23
$13.8M 1.17%
100,782
-2,150
24
$13.7M 1.16%
177,672
+3,698
25
$13.1M 1.12%
516,688
+269,244
1
2 3 4 5