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
$166M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Sells

1 +$1.48M
2 +$60.6K
3 +$37.2K
4
RKT icon
Rocket Companies
RKT
+$37K
5
DASH icon
DoorDash
DASH
+$33K

Sector Composition

1 Technology 9.7%
2 Communication Services 8.26%
3 Consumer Discretionary 5.71%
4 Financials 5.63%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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