MWM
Mission Wealth Management Portfolio holdings
AUM
$4.58B
This Quarter Return
+3.87%
1 Year Return
+18.26%
3 Year Return
+64.09%
5 Year Return
+94.36%
10 Year Return
+170.4%
AUM
$355M
AUM Growth
+$355M
(+7.5%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
3.68%
Top 10 Holdings %
Top 10 Hldgs %
66.26%
Holding
149
New
14
Increased
64
Reduced
39
Closed
7
Top Buys
| 1 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$3.89M |
| 2 |
MBFI
MB Financial Corp
MBFI
|
$2.94M |
| 3 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$2.14M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.05M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$1.66M |
Top Sells
Sector Composition
| 1 | Healthcare | 4.18% |
| 2 | Financials | 3.32% |
| 3 | Technology | 2.85% |
| 4 | Consumer Staples | 1.5% |
| 5 | Energy | 1.46% |
