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
$2.64B
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$14.4M
3
+$13.8M
4
JMSI icon
JPMorgan Sustainable Municipal Income ETF
JMSI
+$9.4M
5
MSFT icon
Microsoft
MSFT
+$9.29M

Top Sells

1
+$4.43M
2
+$3.25M
3
+$1.35M
4
WFC icon
Wells Fargo
WFC
+$1.35M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.3M

Sector Composition

1 Technology 11.64%
2 Healthcare 3.56%
3 Communication Services 3.17%
4 Consumer Discretionary 2.96%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.36M 0.05%
6,578
+15
177
$1.35M 0.05%
13,953
-184
178
$1.32M 0.05%
8,689
-54
179
$1.3M 0.05%
29,343
-2,037
180
$1.29M 0.05%
10,748
+885
181
$1.29M 0.05%
70,372
+426
182
$1.28M 0.05%
13,935
+8
183
$1.26M 0.05%
13,582
-100
184
$1.24M 0.05%
20,134
+8,068
185
$1.23M 0.05%
11,950
-507
186
$1.21M 0.05%
20,922
-1,589
187
$1.2M 0.04%
4,409
+304
188
$1.19M 0.04%
18,463
+3,068
189
$1.16M 0.04%
19,521
-148
190
$1.16M 0.04%
1,678
-6
191
$1.16M 0.04%
25,715
-571
192
$1.15M 0.04%
11,149
-199
193
$1.13M 0.04%
8,088
-2,083
194
$1.1M 0.04%
37,147
+1,382
195
$1.09M 0.04%
11,484
+483
196
$1.09M 0.04%
+132,399
197
$1.08M 0.04%
6,328
+457
198
$1.08M 0.04%
976
+13
199
$1.07M 0.04%
23,498
+2,057
200
$1.07M 0.04%
24,300
6 7
8
9 10