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
$1.93B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
507
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$10.5M
3
+$8.22M
4
BA icon
Boeing
BA
+$7.74M
5
MSFT icon
Microsoft
MSFT
+$6.85M

Top Sells

1
+$5.64M
2
+$5.4M
3
+$3.34M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$3.33M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.87M

Sector Composition

1 Technology 9.73%
2 Healthcare 4.29%
3 Consumer Discretionary 3.81%
4 Financials 2.8%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$284K 0.01%
1,452
+27
402
$283K 0.01%
2,026
-134
403
$283K 0.01%
5,037
+6
404
$282K 0.01%
2,133
-29
405
$281K 0.01%
3,467
-1,056
406
$281K 0.01%
4,741
407
$279K 0.01%
5,923
-40
408
$277K 0.01%
3,496
409
$275K 0.01%
4,600
-2,506
410
$275K 0.01%
1,381
+17
411
$272K 0.01%
27,214
412
$270K 0.01%
4,370
-642
413
$269K 0.01%
3,568
+559
414
$269K 0.01%
675
415
$268K 0.01%
2,200
+2
416
$268K 0.01%
1,400
417
$266K 0.01%
2,736
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418
$266K 0.01%
+692
419
$265K 0.01%
+900
420
$265K 0.01%
854
421
$262K 0.01%
2,409
+153
422
$261K 0.01%
2,383
-363
423
$261K 0.01%
3,703
-131
424
$259K 0.01%
686
-115
425
$258K 0.01%
4,886
+836
15 16
17
18 19