MWM
Mission Wealth Management Portfolio holdings
AUM
$4.58B
This Quarter Return
+1.14%
1 Year Return
+18.26%
3 Year Return
+64.09%
5 Year Return
+94.36%
10 Year Return
+170.4%
AUM
$936M
AUM Growth
+$936M
(+4.9%)
Cap. Flow
+$36.1M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
46.49%
Holding
335
New
15
Increased
137
Reduced
129
Closed
18
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.82M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$5.41M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$4.16M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.23M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$2.43M |
Top Sells
Sector Composition
| 1 | Technology | 8.94% |
| 2 | Healthcare | 5.08% |
| 3 | Financials | 3.3% |
| 4 | Consumer Discretionary | 2.92% |
| 5 | Communication Services | 1.63% |
