MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $256M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1 +$18.7M
2 +$17.4M
3 +$15.6M
4
AAPL icon
Apple
AAPL
+$4.81M
5
AMZN icon
Amazon
AMZN
+$4.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 6.54%
3 Communication Services 5.13%
4 Consumer Discretionary 4.76%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2K ﹤0.01%
+109
227
$2K ﹤0.01%
+247
228
$2K ﹤0.01%
+33
229
$2K ﹤0.01%
+60
230
$2K ﹤0.01%
+75
231
$2K ﹤0.01%
+40
232
$1K ﹤0.01%
+34
233
$1K ﹤0.01%
+20
234
$1K ﹤0.01%
+10
235
$1K ﹤0.01%
+18
236
$1K ﹤0.01%
+6
237
$1K ﹤0.01%
+6
238
$1K ﹤0.01%
+86
239
$0 ﹤0.01%
+1