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
$3.99B
AUM Growth
-$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$22.9M
3
+$20.4M
4
ARKK icon
ARK Innovation ETF
ARKK
+$15.1M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$14.1M

Top Sells

1
+$195M
2
+$94.5M
3
+$6.8M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$4.52M
5
RKLB icon
Rocket Lab Corp
RKLB
+$3.61M

Sector Composition

1 Technology 15.82%
2 Consumer Discretionary 3.88%
3 Financials 3.41%
4 Communication Services 3.21%
5 Healthcare 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$462K 0.01%
5,767
+123
452
$458K 0.01%
35,683
453
$457K 0.01%
+3,598
454
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455
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9,580
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456
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36,842
+1,056
457
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46,495
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458
$449K 0.01%
13,565
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459
$449K 0.01%
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460
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5,253
+2
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462
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3,025
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463
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4,010
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464
$442K 0.01%
16,883
465
$439K 0.01%
2,571
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466
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467
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468
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7,300
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469
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2,556
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4,753
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471
$431K 0.01%
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472
$430K 0.01%
9,708
-1,579
473
$420K 0.01%
41,991
+6,215
474
$420K 0.01%
7,567
-181
475
$420K 0.01%
110
+12
17 18
19
20 21