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
$1.91B
AUM Growth
+$179M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.7M
3
+$13.7M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$13.6M
5
RTO icon
Rentokil
RTO
+$12.5M

Top Sells

1
+$38.6M
2
+$9.49M
3
+$8.91M
4
THO icon
Thor Industries
THO
+$7.41M
5
JLL icon
Jones Lang LaSalle
JLL
+$7.32M

Sector Composition

1 Technology 19.31%
2 Consumer Discretionary 13.64%
3 Financials 11.74%
4 Communication Services 9.36%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$94.1M 4.93%
620,720
-31,491
2
$88.8M 4.66%
604,922
-21,520
3
$64.7M 3.39%
183,659
-10,290
4
$64.6M 3.38%
459,182
-26,090
5
$58.2M 3.05%
16,446
-569
6
$55.6M 2.91%
364,889
-62,310
7
$55.5M 2.91%
212,006
-7,706
8
$55.1M 2.89%
35,161
-1,252
9
$49.7M 2.6%
2,427,788
+683,926
10
$45.4M 2.38%
470,289
-18,667
11
$44.6M 2.34%
55,397
-2,969
12
$44.4M 2.33%
104,274
-3,564
13
$37.3M 1.95%
1,783,922
+46,152
14
$32.5M 1.7%
66,974
-2,262
15
$28.9M 1.52%
471,837
-35,365
16
$28.4M 1.49%
1,471,007
+31,673
17
$28M 1.47%
108,678
-2,260
18
$27.5M 1.44%
386,885
-11,768
19
$25.3M 1.33%
1,017,477
+36,962
20
$24.2M 1.27%
117,693
-7,558
21
$21.5M 1.13%
1,060,673
+21,652
22
$21.5M 1.12%
1,102,998
+22,841
23
$21.1M 1.1%
281,571
-2,883
24
$20.5M 1.07%
47,902
-1,036
25
$19.9M 1.04%
192,468
-2,372
1
2 3 4 5