MWM

Mission Wealth Management Portfolio holdings

AUM $4.91B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
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
+$23.8M
2
+$14.8M
3
+$14.3M
4
MSFT icon
Microsoft
MSFT
+$9.72M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.68M

Top Sells

1
+$4.61M
2
+$3.39M
3
+$1.43M
4
AMZN icon
Amazon
AMZN
+$1.42M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.35M

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
$229K 0.01%
869
-8
479
$228K 0.01%
61,003
+5,217
480
$228K 0.01%
4,601
481
$227K 0.01%
+6,681
482
$227K 0.01%
10,567
-803
483
$227K 0.01%
+583
484
$225K 0.01%
2,250
485
$225K 0.01%
492
+48
486
$223K 0.01%
+5,682
487
$220K 0.01%
6,000
+50
488
$218K 0.01%
2,094
-894
489
$218K 0.01%
6,951
-427
490
$215K 0.01%
3,057
+14
491
$215K 0.01%
5,000
492
$214K 0.01%
+3,305
493
$214K 0.01%
4,288
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494
$207K 0.01%
10,988
495
$204K 0.01%
14,710
496
$203K 0.01%
2,000
497
$202K 0.01%
7,400
+162
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