MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $224M
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
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
+$656K
2
+$528K
3
+$420K
4
AMZN icon
Amazon
AMZN
+$337K
5
V icon
Visa
V
+$171K

Top Sells

1
+$4M
2
+$458K
3
+$244K
4
RKT icon
Rocket Companies
RKT
+$40.5K
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
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$11K 0.01%
+16
229
$10K 0.01%
+35
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$10K 0.01%
168
-4,097
231
$10K 0.01%
185
+2
232
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+16
233
$10K 0.01%
113
234
$10K 0.01%
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$9K 0.01%
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236
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+26
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647
-52
238
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+640
239
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$9K 0.01%
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242
$9K 0.01%
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$8K ﹤0.01%
150
244
$8K ﹤0.01%
+302
245
$8K ﹤0.01%
+60
246
$8K ﹤0.01%
91
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247
$8K ﹤0.01%
+34
248
$8K ﹤0.01%
304
249
$8K ﹤0.01%
+34
250
$8K ﹤0.01%
+49
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