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
526
$299K 0.01%
+3,337
527
$297K 0.01%
2,356
-348
528
$296K 0.01%
8,065
-425
529
$295K 0.01%
13,187
+93
530
$293K 0.01%
2,168
531
$291K 0.01%
+4,605
532
$291K 0.01%
82,148
+11,434
533
$290K 0.01%
25,525
-650
534
$289K 0.01%
+9,408
535
$288K 0.01%
3,050
536
$288K 0.01%
+4,999
537
$287K 0.01%
5,717
-2,169
538
$286K 0.01%
5,650
539
$280K 0.01%
+1,314
540
$280K 0.01%
1,700
+200
541
$272K 0.01%
+6,355
542
$271K 0.01%
11,897
543
$267K 0.01%
2,128
+25
544
$266K 0.01%
2,592
545
$265K 0.01%
2,339
-1,190
546
$263K 0.01%
758
+41
547
$262K 0.01%
+5,776
548
$260K 0.01%
+4,377
549
$258K 0.01%
21,170
-2,013
550
$256K 0.01%
+1,002
20 21
22
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