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
351
$447K 0.02%
1,347
+17
352
$445K 0.02%
677
+113
353
$443K 0.02%
3,961
+37
354
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3,179
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355
$441K 0.02%
4,149
-851
356
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2,388
+275
357
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5,147
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358
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17,161
+1,809
359
$433K 0.02%
6,167
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360
$433K 0.02%
6,048
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361
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1,778
362
$430K 0.02%
+5,713
363
$429K 0.02%
4,619
-160
364
$427K 0.02%
6,143
+52
365
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25,388
-7
366
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367
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368
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369
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1,851
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370
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3,212
-161
371
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4,975
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372
$417K 0.02%
23,507
+614
373
$415K 0.02%
7,126
+18
374
$414K 0.02%
+5,973
375
$414K 0.02%
5,521
+65
13 14
15
16 17