MWM
Mission Wealth Management Portfolio holdings
AUM
$4.58B
This Quarter Return
+7.53%
1 Year Return
+18.26%
3 Year Return
+64.09%
5 Year Return
+94.36%
10 Year Return
+170.4%
AUM
$2.07B
AUM Growth
+$2.07B
(+11%)
Cap. Flow
+$93M
Cap. Flow
% of AUM
4.5%
Top 10 Holdings %
Top 10 Hldgs %
47.71%
Holding
516
New
40
Increased
243
Reduced
182
Closed
23
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$66.2M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$12.2M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$11.8M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
$10.3M |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$8.35M |
Top Sells
Sector Composition
| 1 | Technology | 8.82% |
| 2 | Healthcare | 4.72% |
| 3 | Consumer Discretionary | 2.78% |
| 4 | Financials | 2.16% |
| 5 | Communication Services | 2.02% |
