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MWM
Mission Wealth Management Portfolio holdings
AUM
$4.78B
1-Year Est. Return
22.8%
This Fund
S&P 500
1 Year Est. Return
+22.8%
AUM
$936M
AUM Growth
+$43.9M
(+4.9%)
Holding
335
Top Buys
| 1 | +$9.75M | |
| 2 | +$5.45M | |
| 3 | +$4.15M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$3.19M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$2.42M |
Top Sells
| 1 | +$5.86M | |
| 2 | +$1.24M | |
| 3 | +$838K | |
| 4 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$781K |
| 5 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
+$671K |
Sector Composition
| 1 | Technology | 8.94% |
| 2 | Healthcare | 5.08% |
| 3 | Financials | 3.3% |
| 4 | Consumer Discretionary | 2.92% |
| 5 | Communication Services | 1.63% |