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
$4.04B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$15.6M
3
+$14.6M
4
AMZN icon
Amazon
AMZN
+$12.6M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$10.2M
2
+$9.26M
3
+$6.66M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.69M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Sector Composition

1 Technology 14.93%
2 Communication Services 3.41%
3 Consumer Discretionary 3.39%
4 Healthcare 3.24%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$677K 0.02%
+3,807
352
$677K 0.02%
10,471
+160
353
$675K 0.02%
6,505
+2,227
354
$675K 0.02%
8,646
+1,510
355
$672K 0.02%
+6,850
356
$667K 0.02%
2,741
+1,147
357
$667K 0.02%
14,765
-259
358
$663K 0.02%
1,410
-2
359
$662K 0.02%
5,185
-10
360
$657K 0.02%
5,612
-15
361
$657K 0.02%
13,017
-1,260
362
$653K 0.02%
10,509
+587
363
$652K 0.02%
+1,761
364
$649K 0.02%
8,621
-74
365
$647K 0.02%
8,303
+342
366
$635K 0.02%
3,400
367
$632K 0.02%
3,623
-168
368
$631K 0.02%
4,045
+1,340
369
$629K 0.02%
+13,504
370
$628K 0.02%
4,171
+12
371
$623K 0.02%
4,613
+1,327
372
$621K 0.02%
5,990
-1,453
373
$618K 0.01%
4,891
+67
374
$615K 0.01%
10,673
+1,604
375
$614K 0.01%
13,957
-45
13 14
15
16 17