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
$156M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.69M
3 +$1.16M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$900K
5
AMZN icon
Amazon
AMZN
+$715K

Top Sells

1 +$91.5K
2 +$35.6K
3 +$26.4K
4
AMT icon
American Tower
AMT
+$18.2K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.2K

Sector Composition

1 Technology 13.05%
2 Financials 6.34%
3 Consumer Discretionary 5.11%
4 Communication Services 4.6%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$9.57K 0.01%
189
+1
227
$9.17K 0.01%
130
228
$9.06K 0.01%
500
229
$9.01K 0.01%
122
230
$8.85K 0.01%
234
231
$8.69K 0.01%
229
232
$8.34K 0.01%
75
233
$8.33K 0.01%
279
234
$8.2K 0.01%
168
235
$7.86K 0.01%
94
+1
236
$7.63K ﹤0.01%
26
237
$7.63K ﹤0.01%
188
238
$7.48K ﹤0.01%
97
239
$7.25K ﹤0.01%
74
240
$7.16K ﹤0.01%
306
241
$7.04K ﹤0.01%
825
242
$6.96K ﹤0.01%
237
243
$6.86K ﹤0.01%
150
244
$6.76K ﹤0.01%
100
245
$6.72K ﹤0.01%
500
-500
246
$6.65K ﹤0.01%
100
247
$6.6K ﹤0.01%
27
248
$6.51K ﹤0.01%
800
249
$6.5K ﹤0.01%
30
250
$6.33K ﹤0.01%
75