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
451
$411K 0.01%
7,127
+318
452
$408K 0.01%
3,920
453
$408K 0.01%
4,942
-2,636
454
$404K 0.01%
1,171
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455
$404K 0.01%
6,747
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456
$402K 0.01%
5,914
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457
$401K 0.01%
2,067
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458
$400K 0.01%
4,503
459
$399K 0.01%
3,685
460
$399K 0.01%
41,095
461
$395K 0.01%
7,795
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462
$393K 0.01%
38,066
+2,868
463
$393K 0.01%
8,029
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464
$390K 0.01%
1,072
-5
465
$388K 0.01%
864
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466
$388K 0.01%
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467
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468
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469
$386K 0.01%
34,775
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470
$386K 0.01%
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471
$384K 0.01%
4,016
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$383K 0.01%
1,618
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473
$383K 0.01%
3,984
-1,362
474
$381K 0.01%
6,550
+10
475
$377K 0.01%
2,364
17 18
19
20 21