MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $246M
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$199K
2
+$126K
3
+$107K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$102K
5
CRM icon
Salesforce
CRM
+$100K

Top Sells

1
+$173K
2
+$163K
3
+$93.7K
4
BAC icon
Bank of America
BAC
+$81.6K
5
TSLA icon
Tesla
TSLA
+$78.5K

Sector Composition

1 Technology 13.9%
2 Financials 6.55%
3 Consumer Discretionary 6.04%
4 Communication Services 5.11%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.6K ﹤0.01%
220
-300
227
$8.56K ﹤0.01%
75
228
$8.55K ﹤0.01%
2,500
229
$8.5K ﹤0.01%
168
230
$8.37K ﹤0.01%
1,000
231
$8.19K ﹤0.01%
34
232
$8.19K ﹤0.01%
27
233
$8.11K ﹤0.01%
229
234
$8.01K ﹤0.01%
188
235
$7.83K ﹤0.01%
4,474
+879
236
$7.68K ﹤0.01%
96
+2
237
$7.14K ﹤0.01%
237
238
$6.89K ﹤0.01%
302
239
$6.71K ﹤0.01%
75
240
$6.58K ﹤0.01%
800
241
$6.34K ﹤0.01%
22
242
$6.29K ﹤0.01%
26
243
$6.28K ﹤0.01%
124
+2
244
$6.26K ﹤0.01%
600
245
$6.23K ﹤0.01%
74
246
$5.86K ﹤0.01%
150
247
$5.85K ﹤0.01%
100
248
$5.85K ﹤0.01%
74
249
$5.78K ﹤0.01%
149
250
$5.74K ﹤0.01%
80
8 9
10
11 12