21. Mission Wealth

Rank: 21
Location: Santa Barbara, CA
Total Assets: $4,815,109,632
ETF Assets: $1,494,153,984
Website: www.missionwealth.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 152
Total Value of All ETF Holdings: $1,494,153,984
Number of Issuers: 19
Number of Sectors: 35
  • Top 5 ETF Holdings
    1. VTV: $212,744,365
    2. VUG: $177,982,285
    3. VB: $126,021,103
    4. IEFA: $97,766,315
    5. VTI: $76,006,637
  • Top 5 ETF Sectors
    1. Large Cap Blend Equities
    2. Large Cap Growth Equities
    3. Small Cap Growth Equities
    4. Foreign Large Cap Equities
    5. Government Bonds
  • Top 5 ETF Issuers
    1. Vanguard
    2. iShares
    3. State Street SPDR
    4. Nuveen
    5. Dimensional

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.missionwealth.com 2023 Top 100 ETF Power Users