MWM

Mission Wealth Management Portfolio holdings

AUM $4.91B
1-Year Est. Return 20.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.63%
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
+$13.5M
2
+$13.3M
3
+$10.3M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$8.98M
5
AMZN icon
Amazon
AMZN
+$8.49M

Top Sells

1
+$13.3M
2
+$12.9M
3
+$12.6M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$11.6M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.4M

Sector Composition

1 Technology 15.88%
2 Communication Services 3.39%
3 Healthcare 3.31%
4 Consumer Discretionary 3.06%
5 Financials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
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