MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$224M
This Quarter Return
-16.09%
1 Year Return
+16.7%
3 Year Return
+84.77%
5 Year Return
+121.83%
10 Year Return
–
AUM
$86.2M
AUM Growth
+$86.2M
(-19%)
Cap. Flow
-$1.97M
Cap. Flow
% of AUM
-2.28%
Top 10 Holdings %
Top 10 Hldgs %
68.06%
Holding
254
New
15
Increased
47
Reduced
47
Closed
23
Top Buys
| 1 |
Amazon
AMZN
|
$170K |
| 2 |
Walt Disney
DIS
|
$164K |
| 3 |
iShares Select Dividend ETF
DVY
|
$155K |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$145K |
| 5 |
Visa
V
|
$118K |
Top Sells
Sector Composition
| 1 | Technology | 7.4% |
| 2 | Financials | 6.14% |
| 3 | Consumer Discretionary | 5.97% |
| 4 | Communication Services | 5.6% |
| 5 | Consumer Staples | 2.38% |