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
$1.88B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$19.2M
3
+$16M
4
VB icon
Vanguard Small-Cap ETF
VB
+$8.87M
5
VTV icon
Vanguard Value ETF
VTV
+$8.12M

Top Sells

1
+$40.1M
2
+$16.7M
3
+$14.3M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.96M
5
BND icon
Vanguard Total Bond Market
BND
+$2.85M

Sector Composition

1 Technology 9.72%
2 Healthcare 4.65%
3 Consumer Discretionary 3.25%
4 Communication Services 2.24%
5 Financials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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525
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