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
576
$230K 0.01%
+3,098
577
$230K 0.01%
+1,800
578
$229K 0.01%
798
+15
579
$228K 0.01%
+3,737
580
$228K 0.01%
+5,325
581
$227K 0.01%
+4,782
582
$225K 0.01%
+1,617
583
$223K 0.01%
+1,782
584
$222K 0.01%
27,214
585
$222K 0.01%
10,651
+250
586
$220K 0.01%
16,499
587
$220K 0.01%
+2,699
588
$220K 0.01%
13,213
+350
589
$220K 0.01%
20,000
590
$219K 0.01%
10,965
-1,042
591
$217K 0.01%
+3,174
592
$217K 0.01%
2,037
-26
593
$217K 0.01%
21,220
+6,104
594
$216K 0.01%
+2,000
595
$216K 0.01%
+39,074
596
$214K 0.01%
+734
597
$213K 0.01%
+1,841
598
$212K 0.01%
+3,712
599
$211K 0.01%
2,165
+4
600
$209K 0.01%
5,764
+61
22 23
24
25 26