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
$3.69B
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.2M
3
+$10.4M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$9.15M
5
AMZN icon
Amazon
AMZN
+$8.94M

Top Sells

1
+$13.5M
2
+$13.5M
3
+$13.3M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.8M

Sector Composition

1 Technology 15.9%
2 Communication Services 3.39%
3 Healthcare 3.31%
4 Consumer Discretionary 3.06%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$306K 0.01%
2,033
-84
502
$303K 0.01%
+102
503
$300K 0.01%
6,100
504
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777
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505
$298K 0.01%
27,576
+6,356
506
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+3,380
507
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2,238
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508
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25,385
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509
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10,000
510
$293K 0.01%
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511
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2,681
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512
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513
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514
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515
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29,610
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516
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519
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520
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521
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1,990
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522
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523
$272K 0.01%
2,548
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524
$270K 0.01%
+7,115
525
$269K 0.01%
5,682
-35
19 20
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