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
$4.04B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
660
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$15.6M
3
+$14.6M
4
AMZN icon
Amazon
AMZN
+$12.6M
5
MSFT icon
Microsoft
MSFT
+$10.1M

Top Sells

1
+$10.2M
2
+$9.26M
3
+$6.66M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$3.69M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Sector Composition

1 Technology 14.93%
2 Communication Services 3.41%
3 Consumer Discretionary 3.39%
4 Healthcare 3.24%
5 Financials 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.94M 0.05%
23,364
+413
177
$1.89M 0.05%
36,063
-547
178
$1.87M 0.05%
21,298
-771
179
$1.86M 0.05%
8,331
-38
180
$1.84M 0.04%
11,428
+8,454
181
$1.81M 0.04%
6,583
-81
182
$1.78M 0.04%
20,122
-567
183
$1.75M 0.04%
6,445
-29
184
$1.75M 0.04%
17,181
+397
185
$1.72M 0.04%
17,013
-4,257
186
$1.71M 0.04%
33,142
+10,804
187
$1.69M 0.04%
40,478
+203
188
$1.69M 0.04%
18,529
+7,438
189
$1.68M 0.04%
21,575
-431
190
$1.68M 0.04%
12,323
-407
191
$1.68M 0.04%
40,165
+7,157
192
$1.67M 0.04%
22,639
+9,259
193
$1.66M 0.04%
23,132
+1,004
194
$1.66M 0.04%
1,160
-269
195
$1.64M 0.04%
4,453
-2,755
196
$1.62M 0.04%
9,921
+23
197
$1.61M 0.04%
46,080
+72
198
$1.6M 0.04%
509,517
+7,097
199
$1.6M 0.04%
12,152
-183
200
$1.59M 0.04%
4,600
+40
6 7
8
9 10