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
401
$247K 0.01%
+2,234
402
$243K 0.01%
1,866
-103
403
$238K 0.01%
4,780
+491
404
$238K 0.01%
24,087
405
$235K 0.01%
3,139
-75
406
$234K 0.01%
+1,823
407
$230K 0.01%
2,253
-5,468
408
$227K 0.01%
4,073
+111
409
$227K 0.01%
+4,498
410
$226K 0.01%
+4,847
411
$225K 0.01%
463
-165
412
$224K 0.01%
+3,892
413
$222K 0.01%
7,277
-700
414
$222K 0.01%
+6,182
415
$221K 0.01%
2,414
-148
416
$221K 0.01%
+3,800
417
$218K 0.01%
3,000
-675
418
$215K 0.01%
+2,632
419
$214K 0.01%
1,965
-4,302
420
$212K 0.01%
+3,400
421
$212K 0.01%
+4,000
422
$211K 0.01%
16,499
423
$211K 0.01%
+715
424
$210K 0.01%
2,129
-214
425
$208K 0.01%
+2,635
15 16
17
18 19