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
76
$7.36M 0.19%
14,593
+583
77
$7.36M 0.19%
96,527
-4,718
78
$7.31M 0.19%
188,079
+2,218
79
$6.91M 0.18%
14,374
+2,586
80
$6.78M 0.18%
742,413
-6,823
81
$6.76M 0.18%
116,718
+71,215
82
$6.76M 0.18%
8,689
+1,476
83
$6.72M 0.18%
117,903
+500
84
$6.65M 0.17%
22,082
+10,820
85
$6.63M 0.17%
185,067
-1,362
86
$6.53M 0.17%
7,829
+6,210
87
$6.5M 0.17%
112,885
-755
88
$6.29M 0.17%
271,232
+244,224
89
$6.27M 0.17%
64,054
+36,538
90
$5.89M 0.16%
73,794
+12,210
91
$5.84M 0.15%
25,202
-1,244
92
$5.73M 0.15%
36,357
+6,492
93
$5.73M 0.15%
276,795
+77,640
94
$5.7M 0.15%
8,774
+5,107
95
$5.67M 0.15%
177,311
+67,777
96
$5.57M 0.15%
179,392
+7,329
97
$5.47M 0.14%
57,199
-47
98
$5.13M 0.14%
18,210
+241
99
$5.09M 0.13%
46,846
-9
100
$5.08M 0.13%
16,925
+17
2 3
4
5 6