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
$3.73B
AUM Growth
+$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$29.1M
3
+$27.6M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$26.7M
5
AAPL icon
Apple
AAPL
+$25.1M

Top Sells

1
+$11M
2
+$1.4M
3
+$952K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$914K
5
TROW icon
T. Rowe Price
TROW
+$863K

Sector Composition

1 Technology 13.54%
2 Healthcare 3.21%
3 Consumer Discretionary 3.09%
4 Communication Services 3.02%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$328K 0.01%
10,000
502
$326K 0.01%
+14,532
503
$323K 0.01%
2,200
-80
504
$320K 0.01%
+14,481
505
$320K 0.01%
+2,540
506
$319K 0.01%
3,600
+30
507
$316K 0.01%
5,483
-295
508
$316K 0.01%
4,865
+1,251
509
$315K 0.01%
2,409
-14
510
$315K 0.01%
566
+34
511
$313K 0.01%
2,018
-89
512
$310K 0.01%
2,364
-9
513
$309K 0.01%
1,066
+85
514
$308K 0.01%
+5,635
515
$307K 0.01%
+2,117
516
$307K 0.01%
1,970
-176
517
$307K 0.01%
6,100
518
$305K 0.01%
5,825
+5
519
$305K 0.01%
1,103
+401
520
$304K 0.01%
1,158
-614
521
$304K 0.01%
2,755
-261
522
$303K 0.01%
3,016
+2
523
$302K 0.01%
+1,635
524
$301K 0.01%
+848
525
$301K 0.01%
+6,391
19 20
21
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