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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
$2.36B
AUM Growth
+$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$91.5M
2
+$24.5M
3
+$17.7M
4
VTV icon
Vanguard Value ETF
VTV
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$12M

Top Sells

1
+$64.5M
2
+$3.49M
3
+$3.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.57M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.31M

Sector Composition

1 Technology 10.29%
2 Healthcare 3.99%
3 Consumer Discretionary 2.93%
4 Communication Services 2.21%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-15,610
527
– –
-3,788
528
– –
-2,726
529
– –
-2,837
530
– –
-856
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