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
$2.64B
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$14.4M
3
+$13.8M
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$9.4M
5
MSFT icon
Microsoft
MSFT
+$9.29M

Top Sells

1
+$4.43M
2
+$3.25M
3
+$1.35M
4
WFC icon
Wells Fargo
WFC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.3M

Sector Composition

1 Technology 11.64%
2 Healthcare 3.56%
3 Communication Services 3.17%
4 Consumer Discretionary 2.96%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$232K 0.01%
2,400
+53
477
$230K 0.01%
1,613
+53
478
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869
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479
$228K 0.01%
61,003
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480
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481
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+6,681
482
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10,567
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483
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484
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2,250
485
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492
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486
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487
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6,000
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488
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-894
489
$218K 0.01%
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490
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3,031
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491
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5,000
492
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493
$214K 0.01%
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494
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495
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496
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497
$202K 0.01%
7,400
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498
$202K 0.01%
1,870
+27
499
$201K 0.01%
27,214
500
$197K 0.01%
11,536
+450
18 19
20
21 22