MWM

Mission Wealth Management Portfolio holdings

AUM $4.91B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.64B
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$14.8M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$9.72M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.68M

Top Sells

1
+$4.61M
2
+$3.39M
3
+$1.43M
4
AMZN icon
Amazon
AMZN
+$1.42M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.35M

Sector Composition

1 Technology 11.64%
2 Healthcare 3.56%
3 Communication Services 3.17%
4 Consumer Discretionary 2.96%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$438K 0.02%
7,578
352
$436K 0.02%
20,574
-2,429
353
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2,724
354
$433K 0.02%
16,975
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355
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9,409
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356
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3,370
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357
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3,051
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358
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5,290
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359
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360
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2,439
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361
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1,339
-755
362
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363
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3,624
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364
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13,555
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365
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1,811
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366
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367
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33,708
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368
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369
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17,334
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370
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5,598
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371
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5,557
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372
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6,192
+25
373
$400K 0.02%
2,053
-150
374
$400K 0.02%
76,635
375
$400K 0.02%
5,838
+345
13 14
15
16 17