46. Mission Wealth

Rank: 46
Location: Santa Barbara, CA
Website: www.missionwealth.com

ALL ETF Holdings

$7,072,960,768

Total AUM

$2,589,872,449

Total ETF Assets

9,939

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VUG: $354,376,836
  2. VTV: $342,879,137
  3. IEFA: $248,389,066
  4. VB: $223,358,153
  5. BND: $173,593,250
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Large Cap Blend Equities
  3. Foreign Large Cap Equities
  4. Small Cap Growth Equities
  5. Total Bond Market
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. State Street SPDR
  4. WisdomTree
  5. Dimensional


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of March 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.missionwealth.com 2024 Top 50 ETF Power Users