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
$1.3B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.85M
3
+$4.65M
4
DFE icon
WisdomTree Europe SmallCap Dividend Fund
DFE
+$4.41M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.06M

Top Sells

1
+$25.8M
2
+$4.75M
3
+$2.25M
4
META icon
Meta Platforms (Facebook)
META
+$1.23M
5
AMZN icon
Amazon
AMZN
+$732K

Sector Composition

1 Consumer Discretionary 17.33%
2 Technology 14.27%
3 Communication Services 9.36%
4 Healthcare 9.28%
5 Financials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.3M 4.64%
341,578
-6,959
2
$53.3M 4.1%
910,760
-12,520
3
$44.9M 3.46%
202,182
-1,889
4
$42.8M 3.29%
581,330
-8,511
5
$41.6M 3.2%
194,275
-1,564
6
$32.5M 2.5%
565,039
-9,267
7
$30.1M 2.31%
574,960
-8,880
8
$29.2M 2.25%
1,379,954
+97,201
9
$28.2M 2.17%
1,332,758
+93,870
10
$27.9M 2.15%
1,310,675
+92,319
11
$27.8M 2.14%
1,317,246
+92,780
12
$27.8M 2.14%
1,316,867
+92,753
13
$24.7M 1.9%
350,532
+62,556
14
$24.4M 1.88%
294,276
-1,959
15
$23.9M 1.84%
233,826
-3,273
16
$23.6M 1.82%
13,602
-178
17
$23M 1.77%
72,982
+403
18
$21.4M 1.65%
266,680
+13,791
19
$18.8M 1.45%
124,153
-3,744
20
$17.6M 1.36%
417,032
-2,660
21
$16.9M 1.3%
532,199
+33,919
22
$16.6M 1.27%
329,328
-2,679
23
$15M 1.15%
99,564
+6,247
24
$14.8M 1.14%
67,959
-705
25
$14.5M 1.12%
171,588
-6,084
1
2 3 4 5