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
$3.69B
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.2M
3
+$10.4M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$9.15M
5
AMZN icon
Amazon
AMZN
+$8.94M

Top Sells

1
+$13.5M
2
+$13.5M
3
+$13.3M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.8M

Sector Composition

1 Technology 15.9%
2 Communication Services 3.39%
3 Healthcare 3.31%
4 Consumer Discretionary 3.06%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$349K 0.01%
34,453
-833
477
$348K 0.01%
6,818
+496
478
$348K 0.01%
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479
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1,622
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481
$341K 0.01%
638
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482
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26,915
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483
$337K 0.01%
2,579
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484
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3,503
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485
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41,095
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486
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487
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15,938
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488
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6,809
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489
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1,559
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490
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492
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8,281
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494
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1,632
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495
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11,897
496
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3,017
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497
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1,077
+11
498
$310K 0.01%
5,694
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499
$308K 0.01%
3,201
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500
$307K 0.01%
6,565
18 19
20
21 22