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
$2.25B
AUM Growth
+$323M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$22.7M
3
+$17M
4
MA icon
Mastercard
MA
+$16.3M
5
EQIX icon
Equinix
EQIX
+$15.3M

Top Sells

1
+$32.9M
2
+$23.4M
3
+$15.2M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$7.02M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$6.37M

Sector Composition

1 Technology 22.15%
2 Consumer Discretionary 17.74%
3 Financials 11.6%
4 Communication Services 10.85%
5 Healthcare 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$145M 6.44%
889,180
+12,980
2
$140M 6.22%
83,369
+1,050
3
$122M 5.44%
521,619
+8,431
4
$79.7M 3.55%
469,038
+5,956
5
$77M 3.43%
879,220
+12,860
6
$68.5M 3.05%
126,646
+1,828
7
$65.5M 2.92%
294,402
+2,857
8
$46.4M 2.07%
130,026
+45,662
9
$46.2M 2.06%
206,485
+3,713
10
$44.9M 2%
20,174
+351
11
$40.2M 1.79%
147,006
+2,357
12
$37.7M 1.68%
263,078
+2,507
13
$37.6M 1.67%
363,622
+3,959
14
$31M 1.38%
1,385,098
-313,344
15
$28.5M 1.27%
480,366
+4,452
16
$28.3M 1.26%
1,199,857
+412,248
17
$28.3M 1.26%
1,265,689
-113,449
18
$28.2M 1.26%
1,287,866
-100,553
19
$28M 1.25%
+254,175
20
$28M 1.25%
123,501
+1,354
21
$26.7M 1.19%
186,734
+2,003
22
$25.8M 1.15%
110,335
+2,021
23
$25.7M 1.14%
167,558
+1,837
24
$25.5M 1.14%
171,157
+1,982
25
$25.4M 1.13%
1,123,819
-281,507
1
2 3 4 5