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
301
$409K 0.02%
4,238
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302
$408K 0.02%
4,842
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307
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309
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310
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311
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312
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315
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12,368
325
$352K 0.02%
6,815
-50
11 12
13
14 15