MWM

Mission Wealth Management Portfolio holdings

AUM $3.99B
This Quarter Return
-3.55%
1 Year Return
+8.89%
3 Year Return
+25.05%
5 Year Return
+104.72%
10 Year Return
+139.46%
AUM
$3.99B
AUM Growth
-$216M
Cap. Flow
-$41.2M
Cap. Flow %
-1.03%
Top 10 Hldgs %
50.26%
Holding
669
New
48
Increased
315
Reduced
213
Closed
41
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$15.5K﹤0.01% 10,339
$8.05K﹤0.01%
+11,495
New
+$8.05K
$1.16K﹤0.01% 77,444
-1,352
Closed
-$214K
-1,111
Closed
-$232K
-14,388
Closed
-$349K
-5,616
Closed
-$247K
-14,135
Closed
-$169K
-16,000
Closed
-$1.48M
-2,834
Closed
-$205K
-3,515
Closed
-$213K
-10,071
Closed
-$234K
-8,741
Closed
-$707K
-20,400
Closed
-$825K
-7,218
Closed
-$220K
-18,495
Closed
-$333K
-1,065
Closed
-$223K
-57,242
Closed
-$2.39M
-5,000
Closed
-$233K
-1,602
Closed
-$210K
-2,542
Closed
-$215K
-85,366
Closed
-$68.3K
-3,804
Closed
-$218K
-10,000
Closed
-$156K
-5,377
Closed
-$220K