MFWM

Motley Fool Wealth Management Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.83%
This Quarter Est. Return
1 Year Est. Return
+13.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.69B
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.2M
3
+$12.4M
4
FN icon
Fabrinet
FN
+$9.5M
5
ATEC icon
Alphatec Holdings
ATEC
+$9.07M

Top Sells

1
+$18.4M
2
+$14.4M
3
+$13.1M
4
AMZN icon
Amazon
AMZN
+$11.2M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$11.1M

Sector Composition

1 Technology 15.89%
2 Consumer Discretionary 13.18%
3 Financials 12.5%
4 Communication Services 11.03%
5 Healthcare 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78M 4.61%
409,975
-58,815
2
$74M 4.38%
128,478
-18,119
3
$58.1M 3.43%
12,605
-1,719
4
$54.4M 3.22%
348,109
-47,687
5
$48.3M 2.85%
24,739
-3,516
6
$47.2M 2.79%
505,700
-70,210
7
$44.5M 2.63%
81,170
-10,856
8
$42.5M 2.51%
2,053,473
-536,710
9
$42.3M 2.5%
157,613
-22,476
10
$32.8M 1.94%
1,610,344
+893,519
11
$32.3M 1.91%
189,197
-30,262
12
$32.2M 1.9%
39,488
-5,522
13
$32.2M 1.9%
1,939,995
-137,363
14
$31.9M 1.89%
1,568,021
-111,184
15
$31.5M 1.86%
253,443
-24,162
16
$27.2M 1.61%
640,052
+290,455
17
$26.2M 1.55%
330,575
-28,864
18
$24.7M 1.46%
348,979
+1,251
19
$23.8M 1.41%
98,286
-11,354
20
$22.7M 1.34%
42,627
-4,852
21
$20M 1.18%
37,993
-9,793
22
$19.7M 1.17%
1,210,522
-98,402
23
$18.8M 1.11%
+813,572
24
$17.4M 1.03%
227,533
-20,473
25
$17.2M 1.01%
251,291
-9,117
1
2 3 4 5