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
$3.69B
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.2M
3
+$10.4M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$9.15M
5
AMZN icon
Amazon
AMZN
+$8.94M

Top Sells

1
+$13.5M
2
+$13.5M
3
+$13.3M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.8M

Sector Composition

1 Technology 15.9%
2 Communication Services 3.39%
3 Healthcare 3.31%
4 Consumer Discretionary 3.06%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$210K 0.01%
1,909
-430
577
$209K 0.01%
5,824
-4,488
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$209K 0.01%
11,119
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579
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580
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581
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2,000
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582
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583
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584
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656
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585
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586
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587
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588
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590
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591
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592
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11,438
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$178K ﹤0.01%
+10,056
597
$172K ﹤0.01%
11,210
598
$170K ﹤0.01%
30,672
-260,021
599
$159K ﹤0.01%
16,216
+778
600
$143K ﹤0.01%
+13,112
22 23
24
25 26