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
$2.64B
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$14.4M
3
+$13.8M
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$9.4M
5
MSFT icon
Microsoft
MSFT
+$9.29M

Top Sells

1
+$4.43M
2
+$3.25M
3
+$1.35M
4
WFC icon
Wells Fargo
WFC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.3M

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
426
$310K 0.01%
9,592
+336
427
$308K 0.01%
2,516
-230
428
$304K 0.01%
4,010
429
$298K 0.01%
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430
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3,985
431
$297K 0.01%
6,100
432
$289K 0.01%
3,050
433
$287K 0.01%
15,446
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434
$283K 0.01%
1,960
-113
435
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2,588
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436
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4,382
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437
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11,894
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438
$277K 0.01%
4,565
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439
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440
$274K 0.01%
+13,900
441
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+1,051
442
$267K 0.01%
3,524
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443
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705
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444
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2,423
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445
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925
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446
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447
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1,154
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448
$262K 0.01%
1,063
-1
449
$261K 0.01%
11,698
+35
450
$260K 0.01%
84
-2
16 17
18
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