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
$3.99B
AUM Growth
-$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$22.9M
3
+$20.4M
4
ARKK icon
ARK Innovation ETF
ARKK
+$15.1M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$14.1M

Top Sells

1
+$195M
2
+$94.5M
3
+$6.8M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$4.52M
5
RKLB icon
Rocket Lab Corp
RKLB
+$3.61M

Sector Composition

1 Technology 15.82%
2 Consumer Discretionary 3.88%
3 Financials 3.41%
4 Communication Services 3.21%
5 Healthcare 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$419K 0.01%
4,193
+3
477
$416K 0.01%
15,147
-659
478
$414K 0.01%
5,734
+556
479
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3,384
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480
$409K 0.01%
16,848
-201
481
$406K 0.01%
4,208
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482
$405K 0.01%
2,641
483
$398K 0.01%
1,289
+1
484
$397K 0.01%
2,473
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485
$396K 0.01%
+7,745
486
$390K 0.01%
1,609
-5
487
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12,583
-290
488
$384K 0.01%
1,445
+235
489
$383K 0.01%
1,146
490
$383K 0.01%
3,685
491
$382K 0.01%
+5,375
492
$382K 0.01%
4,352
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493
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5,481
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494
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829
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495
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+14,105
496
$374K 0.01%
4,942
497
$371K 0.01%
6,293
-2,257
498
$370K 0.01%
3,843
-399
499
$364K 0.01%
2,008
+78
500
$363K 0.01%
1,831
+316
18 19
20
21 22