MWM
Mission Wealth Management Portfolio holdings
AUM
$4.58B
This Quarter Return
-0.75%
1 Year Return
+18.26%
3 Year Return
+64.09%
5 Year Return
+94.36%
10 Year Return
+170.4%
AUM
$292M
AUM Growth
–
Cap. Flow
+$292M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.1%
Holding
138
New
138
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$37.2M |
| 2 |
Vanguard Growth ETF
VUG
|
$36.5M |
| 3 |
WisdomTree International Equity Fund
DWM
|
$26.7M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$20M |
| 5 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$12.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 4.43% |
| 2 | Financials | 3.78% |
| 3 | Technology | 3.7% |
| 4 | Energy | 1.87% |
| 5 | Consumer Staples | 1.59% |
