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
$765M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Sells

1 +$23.3M
2 +$1.62M
3 +$1.5M
4
T icon
AT&T
T
+$1.19M
5
BND icon
Vanguard Total Bond Market
BND
+$1.09M

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
301
-2,397
302
-790