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
$2.62B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$22.5M
3
+$19.6M
4
TTD icon
Trade Desk
TTD
+$13.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$11.8M

Top Sells

1
+$45.7M
2
+$3.56M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.86M
5
VEEV icon
Veeva Systems
VEEV
+$1.83M

Sector Composition

1 Technology 11.44%
2 Healthcare 3.7%
3 Consumer Discretionary 3.15%
4 Communication Services 2.85%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$231K 0.01%
1,562
-468
477
$230K 0.01%
+3,614
478
$224K 0.01%
+1,917
479
$223K 0.01%
5,650
+250
480
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10,988
481
$219K 0.01%
+2,690
482
$218K 0.01%
+2,250
483
$217K 0.01%
18,000
-2,000
484
$216K 0.01%
25,229
485
$216K 0.01%
+3,100
486
$216K 0.01%
27,214
487
$215K 0.01%
20,000
488
$215K 0.01%
6,026
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489
$213K 0.01%
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490
$213K 0.01%
1,843
-61
491
$213K 0.01%
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492
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493
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494
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495
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+4,484
496
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4,231
497
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16,499
498
$206K 0.01%
+5,330
499
$205K 0.01%
+1,913
500
$204K 0.01%
+3,017
18 19
20
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