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
451
$418K 0.01%
3,995
+26
452
$415K 0.01%
3,022
453
$414K 0.01%
978
+81
454
$412K 0.01%
+6,124
455
$407K 0.01%
8,580
-690
456
$405K 0.01%
+729
457
$397K 0.01%
29,903
-2,843
458
$397K 0.01%
1,569
+13
459
$396K 0.01%
2,777
+66
460
$394K 0.01%
1,826
+66
461
$393K 0.01%
+17,279
462
$393K 0.01%
5,753
+1,329
463
$392K 0.01%
4,049
-137
464
$391K 0.01%
2,042
+98
465
$390K 0.01%
22,745
-19,705
466
$389K 0.01%
3,920
467
$387K 0.01%
4,257
-1,332
468
$385K 0.01%
4,289
+163
469
$383K 0.01%
2,641
470
$382K 0.01%
3,640
+1
471
$380K 0.01%
14,994
+5,517
472
$379K 0.01%
10,312
+3,706
473
$378K 0.01%
6,501
+564
474
$377K 0.01%
2,407
+618
475
$375K 0.01%
4,162
+973
17 18
19
20 21