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
126
$3.24M 0.09%
19,149
+2,527
127
$3.18M 0.08%
115,722
-2,016
128
$3.11M 0.08%
147,236
+10,053
129
$3.04M 0.08%
6,357
+373
130
$3.01M 0.08%
79,289
+28,476
131
$3M 0.08%
3,093
-411
132
$3M 0.08%
10,616
-84
133
$3M 0.08%
24,479
+5,152
134
$2.99M 0.08%
23,301
+1,148
135
$2.92M 0.08%
47,997
+14,977
136
$2.87M 0.08%
39,722
-695
137
$2.85M 0.08%
57,202
+12,605
138
$2.79M 0.07%
13,608
-102
139
$2.77M 0.07%
13,388
+1,046
140
$2.76M 0.07%
11,071
+183
141
$2.76M 0.07%
+50,030
142
$2.75M 0.07%
5,248
+600
143
$2.69M 0.07%
10,940
+3,102
144
$2.61M 0.07%
25,040
+6,038
145
$2.58M 0.07%
42,787
+26,936
146
$2.57M 0.07%
10,171
+7,953
147
$2.56M 0.07%
13,729
+3,786
148
$2.55M 0.07%
20,714
-143
149
$2.55M 0.07%
43,394
+640
150
$2.54M 0.07%
42,259
-2,237
4 5
6
7 8