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
$1.94B
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$13.8M
3
+$12.5M
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$12.4M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.6M

Top Sells

1
+$20.2M
2
+$18.9M
3
+$17.6M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$16.9M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$14.4M

Sector Composition

1 Technology 17.18%
2 Consumer Discretionary 13.39%
3 Communication Services 11.46%
4 Financials 11.2%
5 Healthcare 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$103M 5.29%
468,790
-92,434
2
$86M 4.44%
146,597
-15,373
3
$75.3M 3.89%
395,796
-23,040
4
$70.6M 3.64%
14,324
-804
5
$59.8M 3.09%
180,089
-11,305
6
$53.5M 2.76%
2,590,183
+118,766
7
$50.6M 2.61%
57,591
-3,363
8
$48.3M 2.49%
28,255
-2,423
9
$48.1M 2.48%
92,026
-4,193
10
$42M 2.17%
45,010
-6,443
11
$39.4M 2.03%
219,459
-13,201
12
$34M 1.75%
2,077,358
+764,539
13
$33.7M 1.74%
1,679,205
+617,445
14
$29.8M 1.54%
55,425
+21,561
15
$28.4M 1.46%
277,605
-13,551
16
$28.3M 1.46%
47,786
-31,951
17
$26.4M 1.36%
1,357,188
-868,914
18
$25.5M 1.32%
359,439
-35,014
19
$24.8M 1.28%
109,640
-5,129
20
$24.5M 1.27%
172,450
-12,677
21
$22.7M 1.17%
347,728
-76,869
22
$21.5M 1.11%
47,479
-1,077
23
$21M 1.08%
1,308,924
-26,347
24
$20.4M 1.05%
88,349
-8,595
25
$20.3M 1.05%
260,408
-35,448
1
2 3 4 5