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
$3.69B
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.2M
3
+$10.4M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$9.15M
5
AMZN icon
Amazon
AMZN
+$8.94M

Top Sells

1
+$13.5M
2
+$13.5M
3
+$13.3M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.8M

Sector Composition

1 Technology 15.9%
2 Communication Services 3.39%
3 Healthcare 3.31%
4 Consumer Discretionary 3.06%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$603K 0.02%
1,412
+8
352
$600K 0.02%
9,103
+1,397
353
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3,084
-268
354
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11,095
-7,600
355
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44,500
356
$590K 0.02%
24,591
+740
357
$589K 0.02%
19,499
358
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15,024
+1,486
359
$580K 0.02%
2,466
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360
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3,400
361
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8,695
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362
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29,079
363
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9,069
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364
$566K 0.02%
9,922
+1,280
365
$557K 0.01%
2,717
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366
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367
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111,177
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368
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5,195
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369
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4,824
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370
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2,672
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371
$539K 0.01%
2,052
372
$535K 0.01%
8,482
+1,981
373
$535K 0.01%
9,409
-229
374
$532K 0.01%
6,043
-274
375
$532K 0.01%
14,500
13 14
15
16 17