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
$414M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Sells

1 +$2.41M
2 +$1.19M
3 +$1.18M
4
VTV icon
Vanguard Value ETF
VTV
+$1.15M
5
VUG icon
Vanguard Growth ETF
VUG
+$893K

Sector Composition

1 Healthcare 4.99%
2 Technology 3.7%
3 Financials 3.26%
4 Consumer Discretionary 2.59%
5 Communication Services 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,000