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
$2.38B
AUM Growth
+$153M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$12.7M
3
+$9.56M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$9.53M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$9.44M

Top Sells

1
+$43.5M
2
+$23M
3
+$11.5M
4
EMN icon
Eastman Chemical
EMN
+$10.2M
5
MA icon
Mastercard
MA
+$7.55M

Sector Composition

1 Technology 19.49%
2 Consumer Discretionary 16.39%
3 Financials 12.49%
4 Communication Services 11.85%
5 Healthcare 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$150M 6.33%
874,640
-12,240
2
$121M 5.1%
416,168
-6,193
3
$109M 4.56%
865,820
-12,060
4
$98.7M 4.15%
63,357
-722
5
$69.9M 2.94%
286,304
-4,343
6
$68.9M 2.9%
476,684
+9,952
7
$68.1M 2.86%
31,113
+10,944
8
$65.6M 2.76%
124,154
-1,794
9
$55M 2.31%
68,474
+4,991
10
$52.5M 2.21%
143,681
-20,693
11
$50.4M 2.12%
144,971
-2,199
12
$38.4M 1.61%
142,063
+30,454
13
$36.9M 1.55%
255,459
-4,043
14
$35.4M 1.49%
1,588,804
+428,591
15
$35M 1.47%
122,190
-906
16
$34.8M 1.46%
196,692
-1,483
17
$32.9M 1.38%
1,424,003
+185,844
18
$32.5M 1.36%
1,493,597
+434,194
19
$32.4M 1.36%
1,500,201
+441,481
20
$32.4M 1.36%
1,459,388
+29,499
21
$30.4M 1.28%
358,461
-4,028
22
$29.2M 1.23%
1,333,562
+26,946
23
$29.2M 1.23%
1,356,934
+27,428
24
$28.9M 1.22%
467,832
-7,386
25
$28.9M 1.22%
267,267
+5,137
1
2 3 4 5