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
$4.04B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$15.6M
3
+$14.6M
4
AMZN icon
Amazon
AMZN
+$12.6M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$10.2M
2
+$9.26M
3
+$6.66M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.69M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Sector Composition

1 Technology 14.93%
2 Communication Services 3.41%
3 Consumer Discretionary 3.39%
4 Healthcare 3.24%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$209K 0.01%
+4,000
602
$208K 0.01%
646
-10
603
$207K 0.01%
999
+8
604
$207K 0.01%
+6,423
605
$207K 0.01%
+1,800
606
$206K 0.01%
37,574
-1,500
607
$205K 0.01%
+4,036
608
$205K 0.01%
1,200
+2
609
$204K ﹤0.01%
2,000
610
$202K ﹤0.01%
+2,428
611
$200K ﹤0.01%
+1,861
612
$200K ﹤0.01%
+2,534
613
$200K ﹤0.01%
+1,228
614
$195K ﹤0.01%
1,362
+140
615
$186K ﹤0.01%
10,769
-350
616
$170K ﹤0.01%
11,263
-950
617
$168K ﹤0.01%
26,650
618
$148K ﹤0.01%
20,610
-9,000
619
$141K ﹤0.01%
15,309
-907
620
$124K ﹤0.01%
30,778
+106
621
$120K ﹤0.01%
12,285
622
$105K ﹤0.01%
+13,673
623
$101K ﹤0.01%
+10,041
624
$95.9K ﹤0.01%
15,100
+3,100
625
$89.8K ﹤0.01%
+3,191
23 24
25
26 27