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
$2.62B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$22.5M
3
+$19.6M
4
TTD icon
Trade Desk
TTD
+$13.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$11.8M

Top Sells

1
+$45.7M
2
+$3.56M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.86M
5
VEEV icon
Veeva Systems
VEEV
+$1.83M

Sector Composition

1 Technology 11.44%
2 Healthcare 3.7%
3 Consumer Discretionary 3.15%
4 Communication Services 2.85%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.57M 0.29%
132,997
-2,710
52
$7.23M 0.27%
19,581
+1,040
53
$7.14M 0.27%
47,069
+1,936
54
$7.06M 0.27%
395,906
-3,740
55
$6.84M 0.26%
202,454
-11,583
56
$6.7M 0.25%
126,096
-2,458
57
$6.66M 0.25%
62,746
-1,172
58
$6.47M 0.24%
103,991
+3,597
59
$6.43M 0.24%
185,495
+11,990
60
$6.23M 0.24%
52,082
+6,930
61
$6.02M 0.23%
30,469
-9,264
62
$5.49M 0.21%
58,195
-4,752
63
$5.17M 0.2%
11,589
+113
64
$5.16M 0.19%
17,289
+481
65
$5.1M 0.19%
101,895
-14,040
66
$5.07M 0.19%
115,010
+810
67
$4.98M 0.19%
20,966
+808
68
$4.88M 0.18%
11,978
+1,312
69
$4.76M 0.18%
35,299
+1,725
70
$4.64M 0.18%
160,308
-7,628
71
$4.54M 0.17%
94,292
+3,223
72
$4.54M 0.17%
135,757
+2,620
73
$4.4M 0.17%
27,936
-1,245
74
$4.39M 0.17%
123,675
+1,434
75
$4.39M 0.17%
23,708
+686
1 2
3
4 5