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
401
$524K 0.01%
7,301
+1,020
402
$521K 0.01%
+7,197
403
$519K 0.01%
3,182
-247
404
$518K 0.01%
8,939
-1,195
405
$515K 0.01%
2,905
-590
406
$514K 0.01%
21,705
+4,627
407
$512K 0.01%
2,785
+705
408
$511K 0.01%
9,393
+137
409
$510K 0.01%
14,500
410
$499K 0.01%
8,642
+830
411
$496K 0.01%
+8,591
412
$492K 0.01%
+7,936
413
$491K 0.01%
7,706
+2,111
414
$486K 0.01%
8,365
-2,337
415
$481K 0.01%
18,495
416
$479K 0.01%
3,649
+31
417
$478K 0.01%
10,491
-4,428
418
$477K 0.01%
5,498
+2
419
$474K 0.01%
+13,232
420
$469K 0.01%
17,357
-517
421
$468K 0.01%
4,186
+309
422
$467K 0.01%
+1,111
423
$467K 0.01%
15,514
424
$467K 0.01%
14,550
+272
425
$463K 0.01%
4,314
+1,752
15 16
17
18 19