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
426
$423K 0.01%
9,622
-1,164
427
$421K 0.01%
18,502
+7
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$419K 0.01%
5,346
-245
429
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430
$418K 0.01%
4,187
431
$415K 0.01%
4,278
+116
432
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3,022
433
$415K 0.01%
1,606
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434
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435
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436
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2,094
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437
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4,875
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3,196
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440
$402K 0.01%
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-3,070
441
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442
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445
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446
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+6,835
447
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1,508
+21
448
$390K 0.01%
8,530
-50
449
$390K 0.01%
2,641
450
$389K 0.01%
3,431
+474
16 17
18
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