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
$181M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$634K
2
+$513K
3
+$410K
4
AMZN icon
Amazon
AMZN
+$346K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$170K

Top Sells

1
+$4.02M
2
+$460K
3
+$253K
4
RKT icon
Rocket Companies
RKT
+$45.7K
5
WYNN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
+39
227
$11K 0.01%
118
228
$11K 0.01%
+16
229
$10K 0.01%
+35
230
$10K 0.01%
168
-4,097
231
$10K 0.01%
185
+2
232
$10K 0.01%
+16
233
$10K 0.01%
113
234
$10K 0.01%
188
235
$9K 0.01%
226
+6
236
$9K 0.01%
+640
237
$9K 0.01%
+88
238
$9K 0.01%
+97
239
$9K 0.01%
+12
240
$9K 0.01%
+26
241
$9K 0.01%
647
-52
242
$9K 0.01%
200
243
$8K ﹤0.01%
+302
244
$8K ﹤0.01%
304
245
$8K ﹤0.01%
+29
246
$8K ﹤0.01%
+92
247
$8K ﹤0.01%
150
248
$8K ﹤0.01%
+106
249
$8K ﹤0.01%
+60
250
$8K ﹤0.01%
91
+1
8 9
10
11 12