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
$202M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$560K
3
+$552K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$167K
5
CSCO icon
Cisco
CSCO
+$144K

Top Sells

1
+$415K
2
+$201K
3
+$73.9K
4
ORCL icon
Oracle
ORCL
+$60.9K
5
IYG icon
iShares US Financial Services ETF
IYG
+$54.4K

Sector Composition

1 Technology 13.64%
2 Financials 6.84%
3 Consumer Discretionary 6.46%
4 Communication Services 5.27%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.16K ﹤0.01%
97
+1
227
$7.92K ﹤0.01%
188
228
$7.78K ﹤0.01%
500
229
$7.45K ﹤0.01%
75
230
$7.32K ﹤0.01%
75
231
$7.22K ﹤0.01%
74
232
$6.88K ﹤0.01%
20
+10
233
$6.85K ﹤0.01%
807
+7
234
$6.83K ﹤0.01%
100
235
$6.76K ﹤0.01%
302
236
$6.53K ﹤0.01%
74
237
$6.4K ﹤0.01%
125
+1
238
$6.4K ﹤0.01%
149
239
$6.3K ﹤0.01%
150
240
$6.26K ﹤0.01%
22
241
$5.88K ﹤0.01%
96
242
$5.85K ﹤0.01%
33
243
$5.42K ﹤0.01%
50
244
$5.2K ﹤0.01%
21
245
$5.13K ﹤0.01%
81
246
$4.79K ﹤0.01%
30
247
$4.78K ﹤0.01%
202
248
$4.67K ﹤0.01%
+83
249
$4.65K ﹤0.01%
75
250
$4.61K ﹤0.01%
300
8 9
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