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
$4.04B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$15.6M
3
+$14.6M
4
AMZN icon
Amazon
AMZN
+$12.6M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$10.2M
2
+$9.26M
3
+$6.66M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.69M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Sector Composition

1 Technology 14.93%
2 Communication Services 3.41%
3 Consumer Discretionary 3.39%
4 Healthcare 3.24%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.57M 0.06%
48,380
+646
152
$2.55M 0.06%
10,266
+51
153
$2.55M 0.06%
38,391
+1,263
154
$2.53M 0.06%
20,088
-542
155
$2.51M 0.06%
16,518
-4,538
156
$2.46M 0.06%
2,336
+409
157
$2.44M 0.06%
6,913
+309
158
$2.43M 0.06%
2,915
+57
159
$2.4M 0.06%
38,168
-4,090
160
$2.4M 0.06%
12,731
-351
161
$2.34M 0.06%
13,032
+682
162
$2.31M 0.06%
10,456
-203
163
$2.28M 0.06%
8,254
-346
164
$2.26M 0.05%
49,856
+1,028
165
$2.1M 0.05%
21,563
+2,456
166
$2.08M 0.05%
49,922
-763
167
$2.07M 0.05%
71,502
+4,227
168
$2.06M 0.05%
10,432
+660
169
$2.05M 0.05%
45,584
+1,436
170
$2.03M 0.05%
4,796
+299
171
$2.02M 0.05%
4,845
+596
172
$2M 0.05%
22,472
+2,092
173
$2M 0.05%
17,379
+2,292
174
$1.97M 0.05%
3,809
+79
175
$1.94M 0.05%
14,502
+68
5 6
7
8 9