MWM
Mission Wealth Management Portfolio holdings
AUM
$4.58B
1-Year Return
18.26%
This Quarter Return
-0.64%
1 Year Return
+18.26%
3 Year Return
+64.09%
5 Year Return
+94.36%
10 Year Return
+170.4%
AUM
$620M
AUM Growth
+$35.9M
(+6.1%)
Cap. Flow
+$40.7M
Cap. Flow
% of AUM
6.56%
Top 10 Holdings %
Top 10 Hldgs %
57.53%
Holding
262
New
29
Increased
82
Reduced
75
Closed
26
Top Buys
| 1 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$30M |
| 2 |
Vanguard Total Bond Market
BND
|
$26.9M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$9.65M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.17M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$5.05M |
Top Sells
Sector Composition
| 1 | Technology | 5.88% |
| 2 | Financials | 4.12% |
| 3 | Healthcare | 3.93% |
| 4 | Consumer Discretionary | 2.14% |
| 5 | Communication Services | 1.67% |
