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
426
$463K 0.01%
4,187
427
$459K 0.01%
5,591
+384
428
$457K 0.01%
48,093
-4,288
429
$457K 0.01%
35,286
-2,250
430
$457K 0.01%
29,053
+10,294
431
$455K 0.01%
10,225
-4,227
432
$453K 0.01%
+10,786
433
$453K 0.01%
17,793
+840
434
$452K 0.01%
8,907
-882
435
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5,234
+722
436
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+7,019
437
$449K 0.01%
1,815
-545
438
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6,624
-3,761
439
$448K 0.01%
27,940
+4,963
440
$446K 0.01%
13,538
-860
441
$443K 0.01%
11,629
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442
$441K 0.01%
4,387
-3,862
443
$438K 0.01%
3,567
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444
$436K 0.01%
2,543
-182
445
$432K 0.01%
6,414
-63
446
$427K 0.01%
2,874
+279
447
$427K 0.01%
3,942
-143
448
$425K 0.01%
+14,908
449
$420K 0.01%
15,530
+55
450
$419K 0.01%
7,223
-1,178
16 17
18
19 20