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MWM

Mission Wealth Management Portfolio holdings

AUM $4.78B
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.86B
AUM Growth
-$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$9.68M
3
+$9.54M
4
VTV icon
Vanguard Value ETF
VTV
+$8.75M
5
MSFT icon
Microsoft
MSFT
+$6.11M

Top Sells

1
+$1.94M
2
+$1.51M
3
+$1.39M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$1.3M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.27M

Sector Composition

1 Technology 9.92%
2 Healthcare 4.41%
3 Consumer Discretionary 3.56%
4 Communication Services 2.41%
5 Financials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
10,000
477
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478
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-4,324
479
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480
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483
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484
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486
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487
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488
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489
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490
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491
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492
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493
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494
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500
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-5,717
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