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
$4.2B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$21.1M
3
+$19.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.3M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$12.9M

Top Sells

1
+$3.97M
2
+$3.65M
3
+$3.27M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
AMAT icon
Applied Materials
AMAT
+$2.64M

Sector Composition

1 Technology 15.4%
2 Consumer Discretionary 3.7%
3 Communication Services 3.61%
4 Financials 3.01%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$248K 0.01%
2,472
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552
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+5,616
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560
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574
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575
$225K 0.01%
4,889
21 22
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