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
$2.62B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$22.5M
3
+$19.6M
4
TTD icon
Trade Desk
TTD
+$13.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$11.8M

Top Sells

1
+$45.7M
2
+$3.56M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.86M
5
VEEV icon
Veeva Systems
VEEV
+$1.83M

Sector Composition

1 Technology 11.44%
2 Healthcare 3.7%
3 Consumer Discretionary 3.15%
4 Communication Services 2.85%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$521K 0.02%
1,367
+10
327
$513K 0.02%
3,260
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328
$512K 0.02%
1,902
329
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330
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331
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332
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33,910
+1,309
333
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14,291
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334
$486K 0.02%
+20,076
335
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3,620
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336
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337
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338
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1,061
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339
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340
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7,578
341
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342
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345
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347
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348
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4,094
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349
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2,203
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350
$448K 0.02%
9,151
+869
12 13
14
15 16