MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$224M
1-Year Return
16.7%
This Quarter Return
+9.68%
1 Year Return
+16.7%
3 Year Return
+84.77%
5 Year Return
+121.83%
10 Year Return
–
AUM
$181M
AUM Growth
+$14.5M
(+8.7%)
Cap. Flow
+$265K
Cap. Flow
% of AUM
0.15%
Top 10 Holdings %
Top 10 Hldgs %
68.48%
Holding
326
New
36
Increased
103
Reduced
28
Closed
6
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$656K |
| 2 |
Invesco QQQ Trust
QQQ
|
$528K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$420K |
| 4 |
Amazon
AMZN
|
$337K |
| 5 |
Visa
V
|
$171K |
Top Sells
| 1 |
AT&T
T
|
$4M |
| 2 |
Verizon
VZ
|
$458K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$244K |
| 4 |
Rocket Companies
RKT
|
$40.5K |
| 5 |
Wynn Resorts
WYNN
|
$40K |
Sector Composition
| 1 | Technology | 10.98% |
| 2 | Consumer Discretionary | 5.88% |
| 3 | Financials | 5.56% |
| 4 | Communication Services | 5.44% |
| 5 | Healthcare | 2.26% |
