Mission Wealth Management, LP
CIK Number: 0001645382
4.13B
Market Value
600
# of Holdings
15 months
Avg. Holding Period
69.43%
Win Rate
27.54%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 412.51 | -2.71% | 1.01M | +1.65% | 387.74M | 225.47 | 9.38% | |
| 2 | Vanguard Index ... | 177.46 | +0.12% | 2.20M | +3.96% | 383.85M | 124.88 | 9.29% | |
| 3 | Ishares Tr | 73.53 | -0.01% | 3.61M | +6.52% | 281.93M | 66.99 | 6.82% | |
| 4 | Vanguard Index ... | 249.19 | -1.04% | 1.01M | +4.28% | 240.31M | 181.28 | 5.82% | |
| 5 | Vanguard Bd Ind... | 72.42 | +0.52% | 2.74M | +8.21% | 205.93M | 75.75 | 4.98% |
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