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
$3.73B
AUM Growth
+$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$29.1M
3
+$27.6M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$26.7M
5
AAPL icon
Apple
AAPL
+$25.1M

Top Sells

1
+$11M
2
+$1.4M
3
+$952K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$914K
5
TROW icon
T. Rowe Price
TROW
+$863K

Sector Composition

1 Technology 13.54%
2 Healthcare 3.21%
3 Consumer Discretionary 3.09%
4 Communication Services 3.02%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$889K 0.02%
+26,350
302
$880K 0.02%
24,499
+82
303
$873K 0.02%
21,256
-222
304
$872K 0.02%
2,087
+797
305
$866K 0.02%
+6,299
306
$859K 0.02%
12,274
-664
307
$858K 0.02%
9,364
-3,766
308
$841K 0.02%
+13,672
309
$840K 0.02%
3,502
+1,571
310
$839K 0.02%
11,980
+3,572
311
$838K 0.02%
12,822
+998
312
$833K 0.02%
+10,930
313
$830K 0.02%
2,489
+68
314
$827K 0.02%
5,066
+187
315
$827K 0.02%
24,679
-2,752
316
$821K 0.02%
1,530
-216
317
$817K 0.02%
18,273
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318
$816K 0.02%
6,148
-219
319
$810K 0.02%
5,587
-268
320
$799K 0.02%
49,401
-1,186
321
$798K 0.02%
24,452
-94
322
$794K 0.02%
11,995
+616
323
$794K 0.02%
7,180
324
$791K 0.02%
67,207
-2,998
325
$787K 0.02%
8,877
+3,267
11 12
13
14 15