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
$3.99B
AUM Growth
-$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$22.9M
3
+$20.4M
4
ARKK icon
ARK Innovation ETF
ARKK
+$15.1M
5
CGGR icon
Capital Group Growth ETF
CGGR
+$14.1M

Top Sells

1
+$195M
2
+$94.5M
3
+$6.8M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$4.52M
5
RKLB icon
Rocket Lab Corp
RKLB
+$3.61M

Sector Composition

1 Technology 15.82%
2 Consumer Discretionary 3.88%
3 Financials 3.41%
4 Communication Services 3.21%
5 Healthcare 3.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$260K 0.01%
6,501
-1,533
552
$259K 0.01%
+3,822
553
$258K 0.01%
7,091
554
$258K 0.01%
975
-57
555
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2,500
556
$256K 0.01%
7,336
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557
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3,166
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558
$253K 0.01%
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559
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9,477
560
$251K 0.01%
1,272
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561
$250K 0.01%
+3,274
562
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563
$248K 0.01%
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564
$246K 0.01%
9,635
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565
$245K 0.01%
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566
$245K 0.01%
10,110
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567
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11,455
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$241K 0.01%
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570
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+8,376
571
$237K 0.01%
13,141
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572
$236K 0.01%
28,656
573
$236K 0.01%
+5,647
574
$235K 0.01%
16,499
575
$235K 0.01%
2,015
21 22
23
24 25