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
$3.73B
AUM Growth
+$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$29.1M
3
+$27.6M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$26.7M
5
AAPL icon
Apple
AAPL
+$25.1M

Top Sells

1
+$11M
2
+$1.4M
3
+$952K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$914K
5
TROW icon
T. Rowe Price
TROW
+$863K

Sector Composition

1 Technology 13.54%
2 Healthcare 3.21%
3 Consumer Discretionary 3.09%
4 Communication Services 3.02%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$595K 0.02%
9,638
-2
377
$589K 0.02%
8,441
-1,258
378
$587K 0.02%
8,522
+216
379
$585K 0.02%
3,983
-253
380
$584K 0.02%
2,478
+811
381
$584K 0.02%
2,953
-30
382
$582K 0.02%
3,439
+853
383
$579K 0.02%
7,128
+1,564
384
$576K 0.02%
6,317
+797
385
$575K 0.02%
2,356
+182
386
$570K 0.02%
2,263
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387
$567K 0.01%
7,578
388
$559K 0.01%
978
+198
389
$558K 0.01%
1,419
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390
$556K 0.01%
2,052
+576
391
$551K 0.01%
+8,370
392
$546K 0.01%
5,200
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393
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6,251
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394
$543K 0.01%
6,813
-329
395
$542K 0.01%
5,703
-14
396
$538K 0.01%
148
+59
397
$532K 0.01%
6,360
-72
398
$531K 0.01%
13,776
+6,304
399
$531K 0.01%
2,722
+313
400
$529K 0.01%
91,245
-7,332
14 15
16
17 18