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
$2.62B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$22.5M
3
+$19.6M
4
TTD icon
Trade Desk
TTD
+$13.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$11.8M

Top Sells

1
+$45.7M
2
+$3.56M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.86M
5
VEEV icon
Veeva Systems
VEEV
+$1.83M

Sector Composition

1 Technology 11.44%
2 Healthcare 3.7%
3 Consumer Discretionary 3.15%
4 Communication Services 2.85%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.1M 0.08%
16,608
+253
127
$2.03M 0.08%
36,747
-3,962
128
$2M 0.08%
16,641
+348
129
$2M 0.08%
10,775
-1,403
130
$1.99M 0.08%
5,776
+4
131
$1.98M 0.07%
36,362
+755
132
$1.98M 0.07%
10,265
-349
133
$1.96M 0.07%
60,815
+878
134
$1.93M 0.07%
32,129
-79
135
$1.93M 0.07%
8,781
-298
136
$1.9M 0.07%
44,312
+597
137
$1.88M 0.07%
7,671
+208
138
$1.76M 0.07%
10,093
+542
139
$1.73M 0.07%
9,187
+77
140
$1.73M 0.07%
9,925
-1,374
141
$1.72M 0.07%
34,361
-1,187
142
$1.72M 0.06%
3,750
-319
143
$1.69M 0.06%
20,859
+2,063
144
$1.69M 0.06%
20,870
-698
145
$1.68M 0.06%
4,392
-40
146
$1.66M 0.06%
31,790
-320
147
$1.63M 0.06%
3,130
+235
148
$1.62M 0.06%
4,611
+21
149
$1.62M 0.06%
45,952
-2,501
150
$1.6M 0.06%
9,935
+758
4 5
6
7 8