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
$3.73B
AUM Growth
+$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$29.1M
3
+$27.6M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$26.7M
5
AAPL icon
Apple
AAPL
+$25.1M

Top Sells

1
+$11M
2
+$1.4M
3
+$952K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$914K
5
TROW icon
T. Rowe Price
TROW
+$863K

Sector Composition

1 Technology 13.54%
2 Healthcare 3.21%
3 Consumer Discretionary 3.09%
4 Communication Services 3.02%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$375K 0.01%
3,685
477
$374K 0.01%
2,401
-288
478
$374K 0.01%
4,086
-145
479
$372K 0.01%
1,487
+82
480
$367K 0.01%
1,058
+7
481
$367K 0.01%
1,010
+91
482
$366K 0.01%
9,582
483
$364K 0.01%
+6,933
484
$360K 0.01%
+20,000
485
$358K 0.01%
+5,300
486
$358K 0.01%
5,903
+960
487
$357K 0.01%
9,874
-1,803
488
$357K 0.01%
1,063
489
$356K 0.01%
1,799
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490
$353K 0.01%
711
491
$352K 0.01%
1,555
-11
492
$350K 0.01%
2,957
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493
$348K 0.01%
6,000
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494
$348K 0.01%
6,322
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495
$341K 0.01%
9,787
496
$335K 0.01%
1,766
+238
497
$333K 0.01%
41,320
-35,315
498
$333K 0.01%
6,636
+1,125
499
$330K 0.01%
1,362
+328
500
$329K 0.01%
7,266
+455
18 19
20
21 22