Mission Wealth Management, LP
CIK Number: 0001645382
4.07B
Market Value
603
# of Holdings
16 months
Avg. Holding Period
37.54%
Win Rate
21.33%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 408.41 | +0.26% | 1M | -0.88% | 410.86M | 225.47 | 9.58% |
| 2 | VTV | Vanguard Value ... | 169.09 | -0.47% | 2.23M | +1.24% | 376.87M | 125.42 | 8.79% |
| 3 | IEFA | iShares Core MS... | 81.67 | -0.1% | 3.89M | +7.81% | 273.7M | 67.23 | 6.38% |
| 4 | VB | Vanguard Small ... | 226.58 | -0.11% | 1.05M | +3.32% | 251.5M | 183.17 | 5.86% |
| 5 | BND | Vanguard Total ... | 72.07 | +0.26% | 3.08M | +12.33% | 221.48M | 75.33 | 5.16% |
Stop Guessing, Start Knowing.
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.