MWM
Mission Wealth Management Portfolio holdings
AUM
$4.58B
1-Year Return
18.26%
This Quarter Return
+1%
1 Year Return
+18.26%
3 Year Return
+64.09%
5 Year Return
+94.36%
10 Year Return
+170.4%
AUM
$503M
AUM Growth
+$88.9M
(+21%)
Cap. Flow
+$82.6M
Cap. Flow
% of AUM
16.44%
Top 10 Holdings %
Top 10 Hldgs %
60.11%
Holding
184
New
22
Increased
98
Reduced
29
Closed
11
Top Buys
| 1 |
iShares California Muni Bond ETF
CMF
|
$44.6M |
| 2 |
iShares National Muni Bond ETF
MUB
|
$11.8M |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$5.5M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
$3.9M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$3.66M |
Top Sells
Sector Composition
| 1 | Technology | 4.03% |
| 2 | Healthcare | 3.74% |
| 3 | Financials | 3.41% |
| 4 | Consumer Discretionary | 2.33% |
| 5 | Communication Services | 1.97% |
