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
$3.69B
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.2M
3
+$10.4M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$9.15M
5
AMZN icon
Amazon
AMZN
+$8.94M

Top Sells

1
+$13.5M
2
+$13.5M
3
+$13.3M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.8M

Sector Composition

1 Technology 15.9%
2 Communication Services 3.39%
3 Healthcare 3.31%
4 Consumer Discretionary 3.06%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$531K 0.01%
5,845
+142
377
$530K 0.01%
2,469
-253
378
$528K 0.01%
6,286
-74
379
$525K 0.01%
8,871
-3,951
380
$524K 0.01%
+21,228
381
$524K 0.01%
+8,007
382
$521K 0.01%
7,399
+586
383
$516K 0.01%
5,498
384
$516K 0.01%
19,893
-336,099
385
$515K 0.01%
3,286
-358
386
$514K 0.01%
9,695
+302
387
$509K 0.01%
7,136
+8
388
$500K 0.01%
8,469
-2,852
389
$499K 0.01%
4,517
-2,663
390
$495K 0.01%
9,010
+2,374
391
$494K 0.01%
17,448
+10,382
392
$494K 0.01%
+39,000
393
$490K 0.01%
7,344
+1,220
394
$487K 0.01%
19,202
-4,038
395
$486K 0.01%
2,667
-118
396
$482K 0.01%
8,365
397
$482K 0.01%
16,863
-494
398
$481K 0.01%
+9,888
399
$477K 0.01%
1,772
-3,936
400
$476K 0.01%
8,048
+3,049
14 15
16
17 18