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
$1.72B
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$13M
3
+$7M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$5.51M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.38M

Top Sells

1
+$5.12M
2
+$4.48M
3
+$3.05M
4
ALB icon
Albemarle
ALB
+$2.95M
5
TSLA icon
Tesla
TSLA
+$2.9M

Sector Composition

1 Technology 10.32%
2 Consumer Discretionary 3.54%
3 Healthcare 3.48%
4 Financials 2.73%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$275K 0.02%
3,685
-293
377
$274K 0.02%
+2,017
378
$273K 0.02%
5,156
-689
379
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1,139
-21
380
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+2,394
381
$271K 0.02%
2,256
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382
$271K 0.02%
+2,085
383
$269K 0.02%
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384
$268K 0.02%
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-30
385
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386
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387
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1,158
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388
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389
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390
$258K 0.02%
1,371
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391
$256K 0.01%
+1,819
392
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395
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396
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397
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3,260
398
$250K 0.01%
669
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399
$249K 0.01%
1,278
-309
400
$247K 0.01%
+1,304
14 15
16
17 18