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
151
$1.59M 0.06%
7,759
+265
152
$1.58M 0.06%
64,349
-2,136
153
$1.58M 0.06%
46,995
-1,395
154
$1.56M 0.06%
31,899
+2,904
155
$1.54M 0.06%
14,137
-852
156
$1.54M 0.06%
12,945
+151
157
$1.54M 0.06%
53,690
+8,806
158
$1.53M 0.06%
6,541
-747
159
$1.53M 0.06%
8,164
+247
160
$1.53M 0.06%
23,720
-5,930
161
$1.52M 0.06%
4,421
+60
162
$1.5M 0.06%
10,171
-50
163
$1.49M 0.06%
25,748
-7,725
164
$1.46M 0.06%
12,052
-458
165
$1.45M 0.05%
6,428
+1,711
166
$1.44M 0.05%
22,511
-611
167
$1.42M 0.05%
18,112
168
$1.41M 0.05%
10,520
+19
169
$1.4M 0.05%
26,286
-347
170
$1.4M 0.05%
13,927
+106
171
$1.4M 0.05%
22,869
+89
172
$1.39M 0.05%
4,506
+63
173
$1.37M 0.05%
7,667
+494
174
$1.37M 0.05%
30,277
+12,102
175
$1.36M 0.05%
69,946
-725
5 6
7
8 9