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
$4.04B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$15.6M
3
+$14.6M
4
AMZN icon
Amazon
AMZN
+$12.6M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$10.2M
2
+$9.26M
3
+$6.66M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.69M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Sector Composition

1 Technology 14.93%
2 Communication Services 3.41%
3 Consumer Discretionary 3.39%
4 Healthcare 3.24%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$471K 0.01%
8,479
+387
427
$469K 0.01%
4,246
+174
428
$468K 0.01%
3,786
+106
429
$464K 0.01%
1,559
-47
430
$464K 0.01%
17,390
-2,514
431
$464K 0.01%
9,328
-294
432
$456K 0.01%
8,917
+387
433
$456K 0.01%
16,883
-70
434
$456K 0.01%
2,618
-440
435
$455K 0.01%
4,100
+1,083
436
$449K 0.01%
1,596
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437
$448K 0.01%
18,495
-7
438
$447K 0.01%
5,580
-504
439
$440K 0.01%
3,022
440
$437K 0.01%
4,195
-52
441
$436K 0.01%
1,815
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442
$435K 0.01%
2,437
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443
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2,572
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444
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16,927
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445
$427K 0.01%
11,964
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446
$426K 0.01%
4,413
-1,085
447
$423K 0.01%
6,525
+254
448
$419K 0.01%
13,598
-1,632
449
$414K 0.01%
2,641
450
$414K 0.01%
3,481
+1,110
16 17
18
19 20