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
$4.2B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
676
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$21.1M
3
+$19.8M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.3M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$12.9M

Top Sells

1
+$3.97M
2
+$3.65M
3
+$3.27M
4
AMZN icon
Amazon
AMZN
+$2.67M
5
AMAT icon
Applied Materials
AMAT
+$2.64M

Sector Composition

1 Technology 15.4%
2 Consumer Discretionary 3.7%
3 Communication Services 3.61%
4 Financials 3.01%
5 Healthcare 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.98M 0.05%
3,465
+353
177
$1.98M 0.05%
10,366
-66
178
$1.91M 0.04%
8,669
-9,152
179
$1.87M 0.04%
24,570
+1,438
180
$1.87M 0.04%
2,694
-221
181
$1.87M 0.04%
6,310
-273
182
$1.86M 0.04%
7,744
-5,971
183
$1.85M 0.04%
21,637
+62
184
$1.84M 0.04%
9,102
+8,103
185
$1.83M 0.04%
16,995
-384
186
$1.83M 0.04%
32,331
-811
187
$1.81M 0.04%
68,134
-3,368
188
$1.8M 0.04%
17,956
-573
189
$1.8M 0.04%
17,181
190
$1.79M 0.04%
33,893
-2,170
191
$1.79M 0.04%
21,140
-1,332
192
$1.77M 0.04%
19,446
-2,117
193
$1.76M 0.04%
24,300
194
$1.75M 0.04%
13,920
-582
195
$1.73M 0.04%
17,489
+3,599
196
$1.73M 0.04%
11,595
+167
197
$1.72M 0.04%
40,150
-328
198
$1.71M 0.04%
5,686
-759
199
$1.69M 0.04%
19,703
-1,595
200
$1.67M 0.04%
17,258
+245
6 7
8
9 10