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
$620M
AUM Growth
+$35.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$30M
2
+$26.9M
3
+$9.65M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$8.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$5.05M

Top Sells

1
+$29.5M
2
+$18.8M
3
+$3.13M
4
HD icon
Home Depot
HD
+$1.46M
5
DWM icon
WisdomTree International Equity Fund
DWM
+$1.12M

Sector Composition

1 Technology 5.88%
2 Financials 4.12%
3 Healthcare 3.93%
4 Consumer Discretionary 2.14%
5 Communication Services 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$270K 0.04%
2,174
177
$268K 0.04%
3,246
+205
178
$264K 0.04%
4,773
-120
179
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180
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181
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182
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4,007
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183
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184
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185
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186
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187
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188
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189
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190
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194
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195
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196
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197
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198
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199
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2,968
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200
$225K 0.04%
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