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
451
$386K 0.01%
6,429
+15
452
$382K 0.01%
+1,146
453
$381K 0.01%
232
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454
$381K 0.01%
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$380K 0.01%
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456
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4,247
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457
$378K 0.01%
5,948
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459
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460
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461
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462
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463
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464
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465
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469
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470
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11,414
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471
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472
$358K 0.01%
3,504
-5,373
473
$353K 0.01%
4,009
-2,619
474
$353K 0.01%
6,540
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475
$351K 0.01%
5,530
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17 18
19
20 21