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
$4.89B
AUM Growth
+$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
701
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$8.97M
3 +$8.94M
4
ORCL icon
Oracle
ORCL
+$7.26M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.39M

Top Sells

1 +$22.8M
2 +$12.7M
3 +$8.07M
4
JPM icon
JPMorgan Chase
JPM
+$6.07M
5
VUG icon
Vanguard Growth ETF
VUG
+$4.98M

Sector Composition

1 Technology 17.27%
2 Consumer Discretionary 3.84%
3 Communication Services 3.38%
4 Financials 2.83%
5 Healthcare 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TTAN
701
ServiceTitan Inc
TTAN
$8.31B
-2,139