MWM
Mission Wealth Management Portfolio holdings
AUM
$4.58B
This Quarter Return
+18.05%
1 Year Return
+18.26%
3 Year Return
+64.09%
5 Year Return
+94.36%
10 Year Return
+170.4%
AUM
$1.16B
AUM Growth
+$1.16B
(+28%)
Cap. Flow
+$114M
Cap. Flow
% of AUM
9.8%
Top 10 Holdings %
Top 10 Hldgs %
46.74%
Holding
349
New
55
Increased
156
Reduced
97
Closed
14
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$28.4M |
| 2 |
Vanguard Growth ETF
VUG
|
$27M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$16.9M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$8.83M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$5.72M |
Top Sells
Sector Composition
| 1 | Technology | 10.87% |
| 2 | Healthcare | 3.92% |
| 3 | Consumer Discretionary | 3.16% |
| 4 | Financials | 2.23% |
| 5 | Communication Services | 1.83% |
