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

Top Buys

1
+$22.8M
2
+$14.4M
3
+$13.8M
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$9.4M
5
MSFT icon
Microsoft
MSFT
+$9.29M

Top Sells

1
+$4.43M
2
+$3.25M
3
+$1.35M
4
WFC icon
Wells Fargo
WFC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.3M

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
276
$685K 0.03%
5,703
+51
277
$684K 0.03%
7,344
+169
278
$672K 0.03%
17,354
+1,876
279
$670K 0.03%
23,388
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280
$667K 0.02%
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281
$663K 0.02%
40,255
-490
282
$662K 0.02%
3,313
+2,172
283
$657K 0.02%
5,602
+166
284
$648K 0.02%
6,572
-488
285
$647K 0.02%
3,543
-294
286
$647K 0.02%
17,268
-231
287
$643K 0.02%
42,842
+2,404
288
$642K 0.02%
65,139
-1,105
289
$635K 0.02%
1,461
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290
$622K 0.02%
3,553
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291
$616K 0.02%
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292
$611K 0.02%
1,640
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293
$605K 0.02%
2,906
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294
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2,867
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295
$603K 0.02%
694
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296
$598K 0.02%
7,867
+1,861
297
$596K 0.02%
18,185
-57
298
$594K 0.02%
10,441
-19
299
$585K 0.02%
11,355
+147
300
$584K 0.02%
7,153
+293
10 11
12
13 14