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
$2.18B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$10.7M
3 +$8.08M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$6.88M
5
VB icon
Vanguard Small-Cap ETF
VB
+$6.21M

Top Sells

1 +$3.33M
2 +$2.74M
3 +$1.92M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.79M
5
SO icon
Southern Company
SO
+$1.69M

Sector Composition

1 Technology 10.26%
2 Healthcare 4.77%
3 Consumer Discretionary 4.02%
4 Communication Services 3.26%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-2,470