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
$1.69B
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 16.01%
2 Consumer Discretionary 13.18%
3 Financials 12.5%
4 Communication Services 10.91%
5 Healthcare 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.27T
$78M 4.61%
409,975
-58,815
META icon
2
Meta Platforms (Facebook)
META
$1.8T
$74M 4.38%
128,478
-18,119
BKNG icon
3
Booking.com
BKNG
$164B
$58.1M 3.43%
12,605
-1,719
GOOG icon
4
Alphabet (Google) Class C
GOOG
$3.07T
$54.4M 3.22%
348,109
-47,687
MELI icon
5
Mercado Libre
MELI
$103B
$48.3M 2.85%
24,739
-3,516
NFLX icon
6
Netflix
NFLX
$510B
$47.2M 2.79%
50,570
-7,021
MA icon
7
Mastercard
MA
$507B
$44.5M 2.63%
81,170
-10,856
BSCP icon
8
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$2.98B
$42.5M 2.51%
2,053,473
-536,710
CRM icon
9
Salesforce
CRM
$231B
$42.3M 2.5%
157,613
-22,476
BSCS icon
10
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$2.81B
$32.8M 1.94%
1,610,344
+893,519
PANW icon
11
Palo Alto Networks
PANW
$141B
$32.3M 1.91%
189,197
-30,262
EQIX icon
12
Equinix
EQIX
$79.7B
$32.2M 1.9%
39,488
-5,522
BSCU icon
13
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$1.92B
$32.2M 1.9%
1,939,995
-137,363
BSCW icon
14
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.06B
$31.9M 1.89%
1,568,021
-111,184
BRO icon
15
Brown & Brown
BRO
$29B
$31.5M 1.86%
253,443
-24,162
SHYG icon
16
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.32B
$27.2M 1.61%
640,052
+290,455
CSGP icon
17
CoStar Group
CSGP
$31.3B
$26.2M 1.55%
330,575
-28,864
BMRN icon
18
BioMarin Pharmaceuticals
BMRN
$10.2B
$24.7M 1.46%
348,979
+1,251
BR icon
19
Broadridge
BR
$26.7B
$23.8M 1.41%
98,286
-11,354
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.06T
$22.7M 1.34%
42,627
-4,852
AXON icon
21
Axon Enterprise
AXON
$52.7B
$20M 1.18%
37,993
-9,793
BSCV icon
22
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.26B
$19.7M 1.17%
1,210,522
-98,402
IBDU icon
23
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.94B
$18.8M 1.11%
+813,572
SNEX icon
24
StoneX
SNEX
$5.23B
$17.4M 1.03%
227,533
-20,473
DXCM icon
25
DexCom
DXCM
$26.1B
$17.2M 1.01%
251,291
-9,117
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