MWM
Mission Wealth Management Portfolio holdings
AUM
$4.78B
1-Year Est. Return
22.8%
This Fund
S&P 500
1 Year Est. Return
+22.8%
AUM
$4.78B
AUM Growth
-$132M
(-2.7%)
Holding
755
Top Buys
| 1 | +$170M | |
| 2 | +$28.1M | |
| 3 | +$24.9M | |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$10.7M |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$9.11M |
Top Sells
| 1 | +$162M | |
| 2 | +$11.9M | |
| 3 | +$10.8M | |
| 4 |
Trade Desk
TTD
|
+$8.88M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$6.07M |
Sector Composition
| 1 | Technology | 14.96% |
| 2 | Consumer Discretionary | 3.31% |
| 3 | Communication Services | 3% |
| 4 | Financials | 2.52% |
| 5 | Healthcare | 2.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Valkyrie ETF Trust II CoinShares Bitcoin Mining ETF
WGMI
$467M
| – | – |
-9,036
|
|
||
752
ProShares UltraShort Silver
ZSL
$107M
| – | – |
-2,000
|
|
||
|
ZEO
753
Zeo Energy
ZEO
$32.5M
| – | – |
-24,197
|
|
||
|
ETHE
754
Grayscale Ethereum Staking ETF Shares
ETHE
$1.54B
| – | – |
-8,220
|
|
||
|
BTC
755
Grayscale Bitcoin Mini Trust ETF
BTC
$3.53B
| – | – |
-11,638
|
|