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
326
$785K 0.02%
3,847
+122
327
$756K 0.02%
9,435
-525
328
$754K 0.02%
1,080
+66
329
$754K 0.02%
603
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330
$749K 0.02%
40,539
+14,364
331
$736K 0.02%
8,749
+1,584
332
$735K 0.02%
+12,888
333
$733K 0.02%
2,731
-68
334
$732K 0.02%
3,352
-53
335
$727K 0.02%
19,499
-14
336
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11,529
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337
$718K 0.02%
+31,588
338
$713K 0.02%
5,758
+1,693
339
$712K 0.02%
+14,208
340
$706K 0.02%
9,154
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341
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+464
342
$703K 0.02%
+44,500
343
$702K 0.02%
8,949
-257
344
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11,601
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345
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17,183
-61
346
$699K 0.02%
39,423
-42
347
$695K 0.02%
7,385
+364
348
$676K 0.02%
3,464
+754
349
$661K 0.02%
9,345
+853
350
$656K 0.02%
3,203
-34
12 13
14
15 16