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
551
$256K 0.01%
+5,645
552
$253K 0.01%
+2,870
553
$252K 0.01%
5,185
+1,014
554
$251K 0.01%
5,679
-2
555
$248K 0.01%
6,311
+1,115
556
$247K 0.01%
+1,528
557
$245K 0.01%
162
-17
558
$245K 0.01%
+4,462
559
$244K 0.01%
2,457
+153
560
$243K 0.01%
+2,514
561
$240K 0.01%
+7,716
562
$240K 0.01%
+2,575
563
$238K 0.01%
5,577
564
$238K 0.01%
1,725
-75
565
$235K 0.01%
5,014
566
$235K 0.01%
493
+39
567
$233K 0.01%
10,556
568
$233K 0.01%
15,438
569
$233K 0.01%
2,250
-514
570
$232K 0.01%
1,496
571
$231K 0.01%
1,789
-1,424
572
$231K 0.01%
+3,650
573
$231K 0.01%
+1,022
574
$231K 0.01%
4,968
575
$231K 0.01%
+6,565
21 22
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