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
$2.62B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$22.5M
3
+$19.6M
4
TTD icon
Trade Desk
TTD
+$13.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$11.8M

Top Sells

1
+$45.7M
2
+$3.56M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.86M
5
VEEV icon
Veeva Systems
VEEV
+$1.83M

Sector Composition

1 Technology 11.44%
2 Healthcare 3.7%
3 Consumer Discretionary 3.15%
4 Communication Services 2.85%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$411K 0.02%
3,507
+65
377
$411K 0.02%
90,500
+9,360
378
$410K 0.02%
4,539
+676
379
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3,796
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380
$398K 0.02%
3,243
+36
381
$397K 0.02%
2,876
+1,111
382
$397K 0.02%
5,351
-111
383
$395K 0.01%
15,597
+100
384
$395K 0.01%
4,688
+794
385
$391K 0.01%
4,435
-510
386
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387
$389K 0.01%
5,493
-1,966
388
$388K 0.01%
2,416
+97
389
$387K 0.01%
16,617
-1,869
390
$385K 0.01%
1,270
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391
$383K 0.01%
5,150
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2,780
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393
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13,379
-4,982
394
$373K 0.01%
1,245
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395
$372K 0.01%
7,688
-343
396
$368K 0.01%
12,318
-17
397
$368K 0.01%
1,897
-50
398
$366K 0.01%
1,509
399
$365K 0.01%
4,078
+349
400
$363K 0.01%
6,100
14 15
16
17 18