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
$2.64B
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$14.4M
3
+$13.8M
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$9.4M
5
MSFT icon
Microsoft
MSFT
+$9.29M

Top Sells

1
+$4.43M
2
+$3.25M
3
+$1.35M
4
WFC icon
Wells Fargo
WFC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.3M

Sector Composition

1 Technology 11.64%
2 Healthcare 3.56%
3 Communication Services 3.17%
4 Consumer Discretionary 2.96%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.8M 0.1%
84,563
-9,877
102
$2.74M 0.1%
40,023
+1,958
103
$2.73M 0.1%
26,484
-687
104
$2.73M 0.1%
6,191
-61
105
$2.69M 0.1%
12,230
+77
106
$2.61M 0.1%
18,581
+8,061
107
$2.53M 0.09%
27,742
-69
108
$2.51M 0.09%
64,483
+3,272
109
$2.49M 0.09%
40,417
-121
110
$2.4M 0.09%
22,552
-1,332
111
$2.38M 0.09%
40,191
-849
112
$2.37M 0.09%
4,233
-28
113
$2.37M 0.09%
12,804
+165
114
$2.28M 0.09%
14,641
+6,974
115
$2.21M 0.08%
10,879
+17
116
$2.18M 0.08%
20,222
-392
117
$2.16M 0.08%
10,790
+15
118
$2.15M 0.08%
5,179
-67
119
$2.13M 0.08%
24,888
-1,356
120
$2.11M 0.08%
10,152
-113
121
$2.11M 0.08%
36,772
+162
122
$2.1M 0.08%
4,156
+1,026
123
$2.1M 0.08%
5,311
-84
124
$2.07M 0.08%
38,844
-1,467
125
$2.06M 0.08%
8,577
-204
3 4
5
6 7