MWM

Mission Wealth Management Portfolio holdings

AUM $4.89B
1-Year Est. Return 20.73%
This Quarter Est. Return
1 Year Est. Return
+20.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.04B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$15.6M
3
+$14.6M
4
AMZN icon
Amazon
AMZN
+$12.6M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$10.2M
2
+$9.26M
3
+$6.66M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.69M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Sector Composition

1 Technology 14.93%
2 Communication Services 3.41%
3 Consumer Discretionary 3.39%
4 Healthcare 3.24%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.32M 0.03%
30,757
227
$1.32M 0.03%
8,075
+867
228
$1.31M 0.03%
11,355
+105
229
$1.31M 0.03%
63,787
+6,294
230
$1.3M 0.03%
36,173
+2,859
231
$1.28M 0.03%
4,249
-587
232
$1.27M 0.03%
22,877
-407
233
$1.26M 0.03%
5,197
+550
234
$1.25M 0.03%
8,878
-200
235
$1.25M 0.03%
8,901
-538
236
$1.24M 0.03%
15,064
-316
237
$1.23M 0.03%
29,327
+3,795
238
$1.22M 0.03%
13,381
+7,095
239
$1.22M 0.03%
628
+1
240
$1.21M 0.03%
62,830
+37,495
241
$1.2M 0.03%
4,395
+37
242
$1.2M 0.03%
9,486
-35
243
$1.2M 0.03%
9,865
+1,383
244
$1.19M 0.03%
6,862
+291
245
$1.17M 0.03%
9,939
+76
246
$1.16M 0.03%
9,721
+665
247
$1.15M 0.03%
23,920
-2,303
248
$1.15M 0.03%
15,921
+1,125
249
$1.14M 0.03%
30,379
-3,792
250
$1.14M 0.03%
3,177
-112
8 9
10
11 12