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
$4.04B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$15.6M
3
+$14.6M
4
AMZN icon
Amazon
AMZN
+$12.6M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$10.2M
2
+$9.26M
3
+$6.66M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.69M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Sector Composition

1 Technology 14.93%
2 Communication Services 3.41%
3 Consumer Discretionary 3.39%
4 Healthcare 3.24%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$294K 0.01%
2,205
+5
527
$289K 0.01%
7,051
+403
528
$286K 0.01%
3,806
+706
529
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+1,120
530
$281K 0.01%
7,167
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531
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+11,500
532
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+13,311
533
$280K 0.01%
2,118
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534
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2,249
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535
$278K 0.01%
+10,620
536
$277K 0.01%
5,540
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537
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538
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539
$269K 0.01%
2,272
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540
$269K 0.01%
3,410
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541
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7,091
542
$264K 0.01%
4,135
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$264K 0.01%
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544
$263K 0.01%
1,496
545
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546
$262K 0.01%
9,444
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547
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9,312
548
$261K 0.01%
5,377
-200
549
$259K 0.01%
+3,337
550
$258K 0.01%
10,057
-499
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