MWM
Mission Wealth Management Portfolio holdings
AUM
$4.58B
1-Year Return
18.26%
This Quarter Return
+6.92%
1 Year Return
+18.26%
3 Year Return
+64.09%
5 Year Return
+94.36%
10 Year Return
+170.4%
AUM
$1.04B
AUM Growth
+$104M
(+11%)
Cap. Flow
+$43.5M
Cap. Flow
% of AUM
4.18%
Top 10 Holdings %
Top 10 Hldgs %
46.09%
Holding
348
New
31
Increased
180
Reduced
95
Closed
12
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$7.66M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$6.44M |
| 3 |
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
|
$5.91M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$3.85M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.81M |
Top Sells
Sector Composition
| 1 | Technology | 9.62% |
| 2 | Healthcare | 5.1% |
| 3 | Financials | 3.33% |
| 4 | Consumer Discretionary | 2.89% |
| 5 | Communication Services | 1.74% |
