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
151
$2.51M 0.07%
4,326
+342
152
$2.47M 0.06%
27,006
-2,807
153
$2.47M 0.06%
11,736
+1,489
154
$2.46M 0.06%
21,052
-651
155
$2.45M 0.06%
9,453
-623
156
$2.44M 0.06%
+31,708
157
$2.41M 0.06%
37,669
+2,312
158
$2.32M 0.06%
10,199
+201
159
$2.28M 0.06%
33,179
+27,931
160
$2.28M 0.06%
10,579
+86
161
$2.27M 0.06%
6,207
+1,789
162
$2.25M 0.06%
23,920
+4,390
163
$2.24M 0.06%
6,258
+4,180
164
$2.21M 0.06%
6,367
+1,517
165
$2.19M 0.06%
15,414
+9,460
166
$2.19M 0.06%
8,764
-30
167
$2.17M 0.06%
53,132
-301
168
$2.15M 0.06%
7,962
+2,700
169
$2.12M 0.06%
5,335
+829
170
$2.1M 0.06%
34,282
-1,455
171
$2.05M 0.05%
73,894
+2,004
172
$2.04M 0.05%
20,319
+163
173
$2.04M 0.05%
48,438
+1,618
174
$2.04M 0.05%
21,606
+889
175
$2.01M 0.05%
39,904
+9,600
5 6
7
8 9