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
$2.62B
AUM Growth
+$260M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$22.5M
3
+$19.6M
4
TTD icon
Trade Desk
TTD
+$13.3M
5
VUG icon
Vanguard Growth ETF
VUG
+$11.8M

Top Sells

1
+$45.7M
2
+$3.56M
3
+$2.04M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.86M
5
VEEV icon
Veeva Systems
VEEV
+$1.83M

Sector Composition

1 Technology 11.44%
2 Healthcare 3.7%
3 Consumer Discretionary 3.15%
4 Communication Services 2.85%
5 Financials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.34M 0.05%
6,563
-7
177
$1.34M 0.05%
13,653
+1,045
178
$1.34M 0.05%
13,682
+5,337
179
$1.33M 0.05%
1,684
-229
180
$1.31M 0.05%
9,603
+128
181
$1.3M 0.05%
31,380
-314
182
$1.29M 0.05%
11,348
-440
183
$1.28M 0.05%
2,791
+192
184
$1.26M 0.05%
963
+20
185
$1.25M 0.05%
3,125
+45
186
$1.23M 0.05%
14,046
-409
187
$1.2M 0.05%
14,618
-340
188
$1.19M 0.05%
24,300
-15
189
$1.19M 0.04%
35,765
+1,359
190
$1.18M 0.04%
46,877
-4,289
191
$1.17M 0.04%
31,487
+2,760
192
$1.15M 0.04%
10,579
+149
193
$1.13M 0.04%
19,669
-5,140
194
$1.13M 0.04%
12,457
-272
195
$1.12M 0.04%
24,254
+4,612
196
$1.11M 0.04%
11,149
+279
197
$1.1M 0.04%
6,893
+22
198
$1.05M 0.04%
134,200
-1,000
199
$1.05M 0.04%
5,871
+1,031
200
$1.04M 0.04%
41,951
-736
6 7
8
9 10