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

Top Buys

1
+$16.5M
2
+$15.4M
3
+$14M
4
AMZN icon
Amazon
AMZN
+$12.3M
5
MSFT icon
Microsoft
MSFT
+$10M

Top Sells

1
+$10.2M
2
+$9.2M
3
+$6.06M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.51M
5
AMAT icon
Applied Materials
AMAT
+$3.45M

Sector Composition

1 Technology 14.91%
2 Communication Services 3.41%
3 Consumer Discretionary 3.39%
4 Healthcare 3.24%
5 Financials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
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652
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653
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654
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655
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-15,819
656
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657
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-244,033
658
– –
-1,996
659
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-1,444
660
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