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
$4.2B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$21.1M
3
+$19.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.3M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$12.9M

Top Sells

1
+$3.97M
2
+$3.65M
3
+$3.27M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
AMAT icon
Applied Materials
AMAT
+$2.64M

Sector Composition

1 Technology 15.4%
2 Consumer Discretionary 3.7%
3 Communication Services 3.61%
4 Financials 3.01%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$453K 0.01%
5,251
+3,130
427
$453K 0.01%
9,162
+1,067
428
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431
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1,288
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432
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433
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1,210
-447
434
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5,451
-19
435
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+17,577
436
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11,986
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437
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13,501
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438
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3,694
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439
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15,552
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440
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15,806
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441
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443
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444
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17,700
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445
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18,325
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446
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35,836
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447
$420K 0.01%
16,883
448
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1,146
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449
$419K 0.01%
44,566
-2,308
450
$419K 0.01%
4,764
+664
16 17
18
19 20