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
$1.72B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13M
3
+$7M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.51M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.38M

Top Sells

1
+$5.12M
2
+$4.48M
3
+$3.05M
4
ALB icon
Albemarle
ALB
+$2.95M
5
TSLA icon
Tesla
TSLA
+$2.9M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 3.54%
3 Healthcare 3.48%
4 Financials 2.73%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$319K 0.02%
3,010
-1
352
$312K 0.02%
1,901
+358
353
$312K 0.02%
3,980
354
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355
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+7,000
356
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357
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358
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359
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360
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361
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362
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363
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364
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-2
365
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366
$293K 0.02%
796
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367
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369
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6,446
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372
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+1,425
373
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4,242
374
$279K 0.02%
3,204
-1,050
375
$279K 0.02%
1,506
+23
13 14
15
16 17