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
351
$656K 0.02%
5,562
+2,867
352
$654K 0.02%
15,639
-69
353
$650K 0.02%
+11,218
354
$638K 0.02%
2,125
+268
355
$635K 0.02%
19,699
-559
356
$634K 0.02%
2,562
+173
357
$633K 0.02%
+11,369
358
$628K 0.02%
4,032
+1,000
359
$627K 0.02%
+4,243
360
$624K 0.02%
+18,866
361
$622K 0.02%
23,851
-6,947
362
$622K 0.02%
3,644
-255
363
$618K 0.02%
1,945
-6
364
$618K 0.02%
+22,764
365
$616K 0.02%
1,404
-10
366
$611K 0.02%
3,400
-31
367
$611K 0.02%
29,079
-250
368
$610K 0.02%
21,029
369
$606K 0.02%
23,240
-1,404
370
$606K 0.02%
+4,837
371
$604K 0.02%
20,690
+103
372
$604K 0.02%
4,636
+1,281
373
$603K 0.02%
4,586
-2,615
374
$600K 0.02%
40,149
-877
375
$599K 0.02%
6,628
+2,630
13 14
15
16 17