MWM

Mission Wealth Management Portfolio holdings

AUM $4.91B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
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
+$23.8M
2
+$14.8M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$9.72M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.68M

Top Sells

1
+$4.61M
2
+$3.39M
3
+$1.43M
4
AMZN icon
Amazon
AMZN
+$1.42M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.35M

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
401
$349K 0.01%
761
-2
402
$347K 0.01%
87,650
-2,850
403
$344K 0.01%
2,664
-116
404
$344K 0.01%
3,109
-511
405
$343K 0.01%
1,693
+33
406
$343K 0.01%
2,086
+189
407
$340K 0.01%
4,518
-170
408
$339K 0.01%
3,991
-27
409
$338K 0.01%
4,204
+38
410
$335K 0.01%
1,036
+2
411
$335K 0.01%
3,853
+988
412
$334K 0.01%
4,283
+205
413
$333K 0.01%
1,175
-70
414
$329K 0.01%
5,317
+69
415
$329K 0.01%
6,601
-525
416
$327K 0.01%
12,904
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417
$326K 0.01%
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418
$324K 0.01%
30,775
-1,000
419
$321K 0.01%
6,417
-3,989
420
$318K 0.01%
3,920
421
$317K 0.01%
2,641
422
$316K 0.01%
19,281
+2,120
423
$314K 0.01%
3,685
424
$313K 0.01%
1,271
+1
425
$310K 0.01%
5,966
+6
15 16
17
18 19