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
$2.64B
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$14.8M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$9.72M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.68M

Top Sells

1
+$4.61M
2
+$3.39M
3
+$1.43M
4
AMZN icon
Amazon
AMZN
+$1.42M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.35M

Sector Composition

1 Technology 11.64%
2 Healthcare 3.56%
3 Communication Services 3.17%
4 Consumer Discretionary 2.96%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$790K 0.03%
5,493
+61
252
$787K 0.03%
11,425
-58
253
$774K 0.03%
22,978
-228
254
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10,971
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255
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8,840
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256
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+5,422
257
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24,435
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258
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17,082
-7,172
259
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11,661
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260
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32,760
-14,117
261
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262
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35,061
+4,059
263
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6,088
+111
264
$732K 0.03%
8,044
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265
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266
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268
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269
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270
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3,296
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271
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4,307
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272
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10,102
-94
273
$691K 0.03%
39,769
+14,381
274
$690K 0.03%
18,203
+33
275
$686K 0.03%
+6,198
9 10
11
12 13