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
426
$310K 0.01%
9,592
+336
427
$308K 0.01%
2,516
-230
428
$304K 0.01%
4,010
429
$298K 0.01%
5,828
+191
430
$297K 0.01%
3,985
431
$297K 0.01%
6,100
432
$289K 0.01%
3,050
433
$287K 0.01%
15,446
-151
434
$283K 0.01%
1,960
-113
435
$280K 0.01%
2,588
+78
436
$279K 0.01%
4,382
+1,180
437
$277K 0.01%
11,894
-1,326
438
$277K 0.01%
4,565
-229
439
$276K 0.01%
+6,574
440
$274K 0.01%
+13,900
441
$269K 0.01%
+1,051
442
$267K 0.01%
3,524
+1
443
$267K 0.01%
705
-113
444
$266K 0.01%
2,423
-190
445
$265K 0.01%
925
-8
446
$264K 0.01%
+5,800
447
$263K 0.01%
1,154
+1
448
$262K 0.01%
1,063
-1
449
$261K 0.01%
11,698
+35
450
$260K 0.01%
84
-2
16 17
18
19 20