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
$4.04B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$15.6M
3
+$14.6M
4
AMZN icon
Amazon
AMZN
+$12.6M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$10.2M
2
+$9.26M
3
+$6.66M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.69M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Sector Composition

1 Technology 14.93%
2 Communication Services 3.41%
3 Consumer Discretionary 3.39%
4 Healthcare 3.24%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$377K 0.01%
597
+34
477
$377K 0.01%
876
+165
478
$377K 0.01%
15,545
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479
$373K 0.01%
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-372
480
$371K 0.01%
7,861
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481
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+5,166
482
$370K 0.01%
28,956
-32
483
$370K 0.01%
3,143
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8,963
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485
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8,095
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486
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2,598
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487
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638
488
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3,664
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489
$362K 0.01%
3,635
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490
$360K 0.01%
2,382
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491
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4,450
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494
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497
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498
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9,787
499
$345K 0.01%
5,491
-2,978
500
$345K 0.01%
2,911
-130
18 19
20
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