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
$936M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$5.41M
3
+$4.16M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.23M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.43M

Top Sells

1
+$5.9M
2
+$1.24M
3
+$838K
4
BWX icon
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
+$781K
5
VUG icon
Vanguard Growth ETF
VUG
+$650K

Sector Composition

1 Technology 8.94%
2 Healthcare 5.08%
3 Financials 3.3%
4 Consumer Discretionary 2.92%
5 Communication Services 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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5,021
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