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
$1.36B
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$7.81M
3
+$6.58M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$5.1M
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$5.06M

Top Sells

1
+$31.6M
2
+$7.48M
3
+$5.78M
4
GHDX
Genomic Health, Inc.
GHDX
+$5.37M
5
KS
KapStone Paper and Pack Corp.
KS
+$4.76M

Sector Composition

1 Consumer Discretionary 17.95%
2 Technology 14.75%
3 Healthcare 9.56%
4 Financials 8.95%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.1M 4.8%
899,620
-11,140
2
$50.6M 3.73%
201,458
-724
3
$45.2M 3.34%
193,833
-442
4
$43.7M 3.22%
576,113
-5,217
5
$33.6M 2.48%
651,620
+76,660
6
$33M 2.44%
570,432
+5,393
7
$31.5M 2.32%
1,515,022
+135,068
8
$30.5M 2.25%
1,445,730
+128,863
9
$30.5M 2.25%
1,463,118
+130,360
10
$30.3M 2.24%
1,446,162
+128,916
11
$30.3M 2.24%
1,438,956
+128,281
12
$29M 2.14%
294,521
+245
13
$28M 2.07%
13,474
-128
14
$26.9M 1.98%
231,204
-2,622
15
$26.3M 1.94%
73,871
+889
16
$26.3M 1.94%
375,815
+25,283
17
$23.3M 1.71%
285,890
+19,210
18
$23M 1.7%
143,848
-197,730
19
$21.1M 1.56%
120,398
-3,755
20
$20.2M 1.49%
573,661
+41,462
21
$17.7M 1.3%
721,784
+166,002
22
$17.6M 1.3%
721,793
+441,038
23
$17.6M 1.3%
724,243
+321,800
24
$17.5M 1.29%
178,085
+6,497
25
$17.3M 1.28%
412,772
-4,260
1
2 3 4 5