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
$3.69B
AUM Growth
-$42.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$14.2M
3
+$10.4M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$9.15M
5
AMZN icon
Amazon
AMZN
+$8.94M

Top Sells

1
+$13.5M
2
+$13.5M
3
+$13.3M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$12M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.8M

Sector Composition

1 Technology 15.9%
2 Communication Services 3.39%
3 Healthcare 3.31%
4 Consumer Discretionary 3.06%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.78M 0.05%
9,772
-3,957
177
$1.76M 0.05%
8,369
-1,387
178
$1.76M 0.05%
4,497
-838
179
$1.74M 0.05%
12,730
-789
180
$1.72M 0.05%
9,898
+772
181
$1.7M 0.05%
33,722
-6,182
182
$1.66M 0.04%
3,730
+253
183
$1.65M 0.04%
6,664
-124
184
$1.63M 0.04%
40,275
+110
185
$1.62M 0.04%
16,784
-18,907
186
$1.59M 0.04%
4,836
+463
187
$1.59M 0.04%
4,249
+644
188
$1.56M 0.04%
20,689
-3,231
189
$1.56M 0.04%
+11,230
190
$1.55M 0.04%
22,128
+2,703
191
$1.54M 0.04%
12,335
-260
192
$1.52M 0.04%
13,280
+575
193
$1.51M 0.04%
15,087
-1,492
194
$1.51M 0.04%
24,300
195
$1.5M 0.04%
20,380
+5,325
196
$1.5M 0.04%
8,307
+163
197
$1.49M 0.04%
19,107
-7,899
198
$1.45M 0.04%
13,978
+20
199
$1.44M 0.04%
+9,521
200
$1.42M 0.04%
4,530
+251
6 7
8
9 10