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
$3.73B
AUM Growth
+$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$29.1M
3
+$27.6M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$26.7M
5
AAPL icon
Apple
AAPL
+$25.1M

Top Sells

1
+$11M
2
+$1.4M
3
+$952K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$914K
5
TROW icon
T. Rowe Price
TROW
+$863K

Sector Composition

1 Technology 13.54%
2 Healthcare 3.21%
3 Consumer Discretionary 3.09%
4 Communication Services 3.02%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.6M 0.28%
42,865
+5,100
52
$10.5M 0.28%
172,420
+54,920
53
$10.2M 0.27%
53,038
+14,921
54
$9.83M 0.26%
13,417
+4,737
55
$9.74M 0.26%
188,754
-27,050
56
$9.57M 0.25%
355,992
+333,204
57
$9.51M 0.25%
62,992
+6,764
58
$9.36M 0.25%
80,559
+6,714
59
$9.31M 0.25%
74,153
-5,260
60
$8.91M 0.23%
20,070
+977
61
$8.9M 0.23%
154,861
+25,834
62
$8.89M 0.23%
67,706
-554
63
$8.74M 0.23%
101,042
-3,229
64
$8.68M 0.23%
172,325
-10,614
65
$8.63M 0.23%
195,350
+16,314
66
$8.51M 0.22%
24,508
-2,125
67
$8.51M 0.22%
436,054
+44,682
68
$8.41M 0.22%
51,824
+6,216
69
$8.1M 0.21%
826,464
-3,322
70
$8.05M 0.21%
15,306
+2,317
71
$7.86M 0.21%
80,860
+59,850
72
$7.69M 0.2%
63,567
+1,706
73
$7.66M 0.2%
85,208
-2,418
74
$7.44M 0.2%
40,853
+3,366
75
$7.37M 0.19%
+10,223
1 2
3
4 5