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
$1.51B
AUM Growth
-$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$16.7M
3
+$15.3M
4
NFLX icon
Netflix
NFLX
+$15.1M
5
EVBG
Everbridge, Inc. Common Stock
EVBG
+$11.7M

Top Sells

1
+$36.4M
2
+$17.4M
3
+$15.1M
4
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$10.8M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$8.83M

Sector Composition

1 Consumer Discretionary 18.02%
2 Technology 16.54%
3 Financials 9.53%
4 Communication Services 8.73%
5 Healthcare 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.7M 5%
871,940
-3,160
2
$57.5M 3.8%
488,201
+141,298
3
$55.2M 3.65%
533,019
-2,066
4
$53.8M 3.55%
882,220
-1,680
5
$47.8M 3.16%
86,721
-104
6
$44.5M 2.94%
503,545
-2,704
7
$38.2M 2.53%
19,489
-235
8
$35.4M 2.34%
238,571
-1,192
9
$35.3M 2.33%
131,792
+56,360
10
$33.5M 2.21%
1,314,387
+295,448
11
$33.4M 2.2%
1,286,983
+952,506
12
$28.4M 1.88%
209,394
+427
13
$25.2M 1.67%
975,507
-22,146
14
$24.9M 1.64%
969,488
-22,008
15
$24.9M 1.64%
1,157,928
-410,801
16
$24.8M 1.64%
1,168,318
-346,660
17
$24.8M 1.63%
1,162,160
-327,802
18
$24.6M 1.62%
960,443
-21,802
19
$24.2M 1.6%
179,339
-1,364
20
$23.7M 1.57%
133,173
-5,578
21
$21.6M 1.43%
314,468
-113
22
$21.3M 1.41%
117,974
-96,015
23
$20.6M 1.36%
189,998
+1,284
24
$20.3M 1.34%
162,849
-608
25
$19.3M 1.27%
87,092
+1,369
1
2 3 4 5