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
401
$475K 0.01%
1,341
+363
402
$474K 0.01%
3,680
+40
403
$467K 0.01%
3,378
-271
404
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405
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7,022
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406
$463K 0.01%
19,904
-1,801
407
$462K 0.01%
10,233
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408
$462K 0.01%
6,271
-926
409
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3,861
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410
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46,593
-1,500
411
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3,058
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412
$450K 0.01%
15,540
+10
413
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35,198
+7,258
414
$448K 0.01%
8,445
-494
415
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416
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28,988
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417
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418
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4,086
419
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+2,568
420
$438K 0.01%
15,230
-284
421
$431K 0.01%
16,953
-840
422
$430K 0.01%
25,335
+2,590
423
$426K 0.01%
11,967
+2,093
424
$425K 0.01%
12,139
-23,745
425
$425K 0.01%
8,092
+156
15 16
17
18 19