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
$2.62B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$22.5M
3
+$19.6M
4
TTD icon
Trade Desk
TTD
+$13.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$11.8M

Top Sells

1
+$45.7M
2
+$3.56M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.86M
5
VEEV icon
Veeva Systems
VEEV
+$1.83M

Sector Composition

1 Technology 11.44%
2 Healthcare 3.7%
3 Consumer Discretionary 3.15%
4 Communication Services 2.85%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$322K 0.01%
5,960
+756
427
$318K 0.01%
1,660
+9
428
$315K 0.01%
11,370
-308
429
$314K 0.01%
12,214
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430
$314K 0.01%
3,325
431
$312K 0.01%
3,985
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432
$307K 0.01%
13,220
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433
$305K 0.01%
4,010
-1,600
434
$303K 0.01%
4,008
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435
$303K 0.01%
4,794
-1,252
436
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2,613
437
$291K 0.01%
4,005
438
$280K 0.01%
11,663
+41
439
$276K 0.01%
818
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440
$271K 0.01%
5,681
441
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442
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1,064
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7,144
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445
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446
$263K 0.01%
+1,600
447
$262K 0.01%
933
+36
448
$261K 0.01%
+1,889
449
$261K 0.01%
+3,448
450
$260K 0.01%
9,256
-780
16 17
18
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