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
126
$2.06M 0.08%
39,664
+3,302
127
$2.06M 0.08%
18,197
+1,589
128
$2.04M 0.08%
35,637
-2,208
129
$1.99M 0.07%
37,227
+480
130
$1.96M 0.07%
3,324
-49
131
$1.94M 0.07%
21,480
+621
132
$1.88M 0.07%
20,644
-226
133
$1.88M 0.07%
5,790
+14
134
$1.87M 0.07%
3,654
-96
135
$1.86M 0.07%
16,618
-23
136
$1.82M 0.07%
43,361
+13,084
137
$1.82M 0.07%
19,044
-189
138
$1.81M 0.07%
32,264
+135
139
$1.8M 0.07%
13,629
-127
140
$1.78M 0.07%
43,540
-33,035
141
$1.78M 0.07%
9,332
+145
142
$1.71M 0.06%
21,045
-2,431
143
$1.7M 0.06%
33,970
-391
144
$1.66M 0.06%
4,417
+25
145
$1.65M 0.06%
112,836
-6,141
146
$1.64M 0.06%
9,275
+1,111
147
$1.64M 0.06%
+501,168
148
$1.64M 0.06%
6,965
-706
149
$1.63M 0.06%
4,681
+70
150
$1.59M 0.06%
7,796
+37
4 5
6
7 8