MWM

Mission Wealth Management Portfolio holdings

AUM $4.91B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$620M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$26.9M
3
+$9.97M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.34M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.12M

Top Sells

1
+$29.5M
2
+$18.9M
3
+$3.58M
4
HD icon
Home Depot
HD
+$1.54M
5
DWM icon
WisdomTree International Equity Fund
DWM
+$1.15M

Sector Composition

1 Technology 5.88%
2 Financials 4.12%
3 Healthcare 3.93%
4 Consumer Discretionary 2.14%
5 Communication Services 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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