We are live on ! Find out more
MWM

Mission Wealth Management Portfolio holdings

AUM $4.78B
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$765M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$39.1M
2
+$19M
3
+$12.9M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$8.38M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.63M

Top Sells

1
+$24.8M
2
+$1.72M
3
+$1.54M
4
T icon
AT&T
T
+$1.28M
5
BND icon
Vanguard Total Bond Market
BND
+$1.07M

Sector Composition

1 Technology 8.01%
2 Healthcare 5.03%
3 Financials 3.09%
4 Consumer Discretionary 2.4%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-1,561
277
– –
-2,136
278
– –
-2,241
279
– –
-739
280
– –
-6,940
281
– –
-1,241
282
– –
-16,500
283
– –
-2,970
284
– –
-5,014
285
– –
-11,715
286
– –
-1,953
287
– –
-4,184
288
– –
-2,747
289
– –
-3,374
290
– –
-6,416
291
– –
-2,076
292
– –
-400
293
– –
-38,421
294
– –
-2,397
295
– –
-790
296
– –
-2,696
297
– –
-5,100
298
– –
-9,153
299
– –
-3,587
300
– –
-1,648
9 10 11
12
13