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
$2.3B
AUM Growth
-$78.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$8.51M
3
+$7.96M
4
SIVB
SVB Financial Group
SIVB
+$4.41M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$1.79M

Top Sells

1
+$11.3M
2
+$7.28M
3
+$6M
4
PRLB icon
Protolabs
PRLB
+$5.55M
5
AMT icon
American Tower
AMT
+$4.13M

Sector Composition

1 Technology 21.81%
2 Consumer Discretionary 16.37%
3 Communication Services 12.33%
4 Financials 12.2%
5 Healthcare 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$141M 6.11%
855,520
-19,120
2
$113M 4.91%
846,980
-18,840
3
$106M 4.59%
405,570
-10,598
4
$104M 4.52%
61,879
-1,478
5
$75.4M 3.28%
278,123
-8,181
6
$73.9M 3.21%
121,008
-3,146
7
$72M 3.13%
30,347
-766
8
$67.2M 2.92%
464,423
-12,261
9
$53.3M 2.32%
67,416
-1,058
10
$49.1M 2.14%
141,318
-2,363
11
$48.4M 2.1%
142,500
-2,471
12
$43M 1.87%
109,935
-296
13
$37.1M 1.61%
1,669,528
+80,724
14
$36.3M 1.58%
454,722
-13,110
15
$34.3M 1.49%
1,496,100
+72,097
16
$34M 1.48%
194,507
-2,185
17
$34M 1.48%
1,569,562
+75,965
18
$34M 1.48%
1,578,521
+78,320
19
$33.9M 1.47%
1,532,550
+73,162
20
$33.6M 1.46%
126,498
-15,565
21
$32M 1.39%
120,981
-1,209
22
$30.6M 1.33%
1,400,481
+66,919
23
$30.5M 1.33%
1,424,955
+68,021
24
$30.4M 1.32%
280,833
+13,566
25
$30.1M 1.31%
114,739
-321
1
2 3 4 5