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
$2.64B
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$14.4M
3
+$13.8M
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$9.4M
5
MSFT icon
Microsoft
MSFT
+$9.29M

Top Sells

1
+$4.43M
2
+$3.25M
3
+$1.35M
4
WFC icon
Wells Fargo
WFC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.3M

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
451
$259K 0.01%
4,421
+413
452
$257K 0.01%
5,650
453
$255K 0.01%
+2,915
454
$254K 0.01%
1,500
455
$251K 0.01%
70,000
456
$251K 0.01%
1,918
+29
457
$247K 0.01%
1,911
+9
458
$246K 0.01%
20,610
459
$244K 0.01%
5,681
460
$244K 0.01%
7,270
+126
461
$243K 0.01%
17,330
+1,262
462
$243K 0.01%
5,135
463
$242K 0.01%
+11,897
464
$242K 0.01%
4,891
+7
465
$241K 0.01%
+2,278
466
$240K 0.01%
10,188
-9,888
467
$240K 0.01%
2,369
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468
$239K 0.01%
2,524
469
$239K 0.01%
2,419
470
$239K 0.01%
4,005
471
$237K 0.01%
+3,940
472
$234K 0.01%
5,633
-20
473
$234K 0.01%
1,524
474
$234K 0.01%
4,358
-340
475
$233K 0.01%
5,740
+175
17 18
19
20 21