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
$2.64B
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$14.4M
3
+$13.8M
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$9.4M
5
MSFT icon
Microsoft
MSFT
+$9.29M

Top Sells

1
+$4.43M
2
+$3.25M
3
+$1.35M
4
WFC icon
Wells Fargo
WFC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.3M

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%
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355
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47,047
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356
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3,370
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357
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358
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361
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362
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369
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370
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371
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372
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6,192
+25
373
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2,053
-150
374
$400K 0.01%
76,635
375
$400K 0.01%
5,838
+345
13 14
15
16 17