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MWM

Mission Wealth Management Portfolio holdings

AUM $4.78B
1-Year Est. Return 22.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.13B
AUM Growth
-$50M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
536
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$9.93M
3
+$8.22M
4
VTV icon
Vanguard Value ETF
VTV
+$7.84M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$5.51M

Top Sells

1
+$4.91M
2
+$4.37M
3
+$3.93M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$2.78M
5
EW icon
Edwards Lifesciences
EW
+$2.52M

Sector Composition

1 Technology 10.51%
2 Healthcare 4.13%
3 Consumer Discretionary 3.77%
4 Communication Services 2.76%
5 Financials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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-34,000
527
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-787
528
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-2,955
529
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-1,031
530
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-2,061
531
– –
-1,491
532
– –
-1,335
533
– –
-1,839
534
– –
-2,171
535
– –
-4,000
536
– –
-3,984
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