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
$2.64B
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$14.4M
3
+$13.8M
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$9.4M
5
MSFT icon
Microsoft
MSFT
+$9.29M

Top Sells

1
+$4.43M
2
+$3.25M
3
+$1.35M
4
WFC icon
Wells Fargo
WFC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.3M

Sector Composition

1 Technology 11.64%
2 Healthcare 3.56%
3 Communication Services 3.17%
4 Consumer Discretionary 2.96%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$399K 0.01%
16,368
+4,000
377
$397K 0.01%
1,798
+163
378
$397K 0.01%
13,016
+51
379
$396K 0.01%
2,652
+18
380
$395K 0.01%
3,213
+1
381
$391K 0.01%
6,182
+39
382
$388K 0.01%
2,159
-257
383
$383K 0.01%
4,478
-61
384
$382K 0.01%
16,953
+336
385
$378K 0.01%
1,931
-842
386
$375K 0.01%
10,741
-2,638
387
$374K 0.01%
3,325
388
$374K 0.01%
3,796
389
$372K 0.01%
452
390
$372K 0.01%
1,888
+37
391
$370K 0.01%
3,300
+57
392
$369K 0.01%
9,916
+240
393
$365K 0.01%
1,629
+120
394
$365K 0.01%
7,651
-37
395
$364K 0.01%
8,172
+29
396
$360K 0.01%
2,982
+106
397
$360K 0.01%
5,451
+100
398
$357K 0.01%
+5,610
399
$355K 0.01%
5,081
+210
400
$349K 0.01%
1,778
14 15
16
17 18