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
$3.73B
AUM Growth
+$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$29.1M
3
+$27.6M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$26.7M
5
AAPL icon
Apple
AAPL
+$25.1M

Top Sells

1
+$11M
2
+$1.4M
3
+$952K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$914K
5
TROW icon
T. Rowe Price
TROW
+$863K

Sector Composition

1 Technology 13.54%
2 Healthcare 3.21%
3 Consumer Discretionary 3.09%
4 Communication Services 3.02%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.15M 0.03%
65,136
+11,105
252
$1.13M 0.03%
4,450
+1,193
253
$1.13M 0.03%
129,340
+1,874
254
$1.13M 0.03%
2,176
+173
255
$1.13M 0.03%
9,947
-641
256
$1.12M 0.03%
13,690
-965
257
$1.12M 0.03%
12,952
-460
258
$1.1M 0.03%
7,188
-109
259
$1.1M 0.03%
+29,095
260
$1.1M 0.03%
36,362
+1,212
261
$1.08M 0.03%
10,569
-146
262
$1.08M 0.03%
5,251
+512
263
$1.08M 0.03%
4,664
-650
264
$1.07M 0.03%
15,146
-421
265
$1.07M 0.03%
4,115
+709
266
$1.07M 0.03%
15,923
-801
267
$1.07M 0.03%
28,752
+1,338
268
$1.07M 0.03%
24,613
-1,059
269
$1.05M 0.03%
24,063
-14,939
270
$1.05M 0.03%
10,156
+489
271
$1.04M 0.03%
25,528
272
$1.04M 0.03%
7,752
-652
273
$1.03M 0.03%
29,715
+480
274
$1.03M 0.03%
37,212
-1,804
275
$1.02M 0.03%
16,683
9 10
11
12 13