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
$3.73B
AUM Growth
+$695M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
649
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$29.1M
3
+$27.6M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$26.7M
5
AAPL icon
Apple
AAPL
+$25.1M

Top Sells

1
+$11M
2
+$1.4M
3
+$952K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$914K
5
TROW icon
T. Rowe Price
TROW
+$863K

Sector Composition

1 Technology 13.54%
2 Healthcare 3.21%
3 Consumer Discretionary 3.09%
4 Communication Services 3.02%
5 Financials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.57M 0.04%
1,542
-176
202
$1.57M 0.04%
502,420
+1,252
203
$1.56M 0.04%
36,080
+7,319
204
$1.56M 0.04%
48,094
+5,758
205
$1.54M 0.04%
3,380
+24
206
$1.53M 0.04%
12,595
+174
207
$1.52M 0.04%
40,165
+52
208
$1.48M 0.04%
3,605
+447
209
$1.48M 0.04%
5,427
-1,421
210
$1.48M 0.04%
3,477
+1,449
211
$1.47M 0.04%
13,324
+5,830
212
$1.46M 0.04%
13,958
+14
213
$1.44M 0.04%
8,144
+136
214
$1.43M 0.04%
9,327
-2,243
215
$1.42M 0.04%
+17,475
216
$1.41M 0.04%
5,708
+2,425
217
$1.39M 0.04%
24,300
218
$1.38M 0.04%
11,725
-80
219
$1.37M 0.04%
+17,668
220
$1.35M 0.04%
+23,101
221
$1.34M 0.04%
8,780
-448
222
$1.34M 0.04%
4,279
-27
223
$1.32M 0.03%
24,529
-14,438
224
$1.31M 0.03%
987
-34
225
$1.3M 0.03%
63,592
-1,661
7 8
9
10 11