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
$1.72B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13M
3
+$7M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.51M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.38M

Top Sells

1
+$5.12M
2
+$4.48M
3
+$3.05M
4
ALB icon
Albemarle
ALB
+$2.95M
5
TSLA icon
Tesla
TSLA
+$2.9M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 3.54%
3 Healthcare 3.48%
4 Financials 2.73%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$449K 0.03%
7,664
+1,841
277
$448K 0.03%
+1,198
278
$447K 0.03%
1,651
-1,500
279
$445K 0.03%
8,695
+22
280
$443K 0.03%
1,474
-96
281
$436K 0.03%
9,841
-1,731
282
$434K 0.03%
7,290
-220
283
$434K 0.03%
7,111
+1,510
284
$432K 0.03%
17,167
+2,137
285
$432K 0.03%
+22,950
286
$431K 0.03%
1,604
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287
$430K 0.03%
9,144
+1,060
288
$430K 0.03%
8,480
+1,416
289
$429K 0.02%
1,119
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290
$429K 0.02%
+1,242
291
$426K 0.02%
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292
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4,651
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293
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28,207
+5,898
294
$422K 0.02%
7,524
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295
$421K 0.02%
8,265
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296
$421K 0.02%
11,505
297
$420K 0.02%
9,017
+528
298
$418K 0.02%
12,999
+162
299
$416K 0.02%
4,473
+933
300
$414K 0.02%
3,477
+10
10 11
12
13 14