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
251
$8K ﹤0.01%
30
252
$8K ﹤0.01%
+29
253
$8K ﹤0.01%
+92
254
$8K ﹤0.01%
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$7K ﹤0.01%
+13
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$7K ﹤0.01%
75
258
$7K ﹤0.01%
135
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$7K ﹤0.01%
+18
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$7K ﹤0.01%
400
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$6K ﹤0.01%
+37
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$6K ﹤0.01%
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+29
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267
$6K ﹤0.01%
202
268
$6K ﹤0.01%
+12
269
$6K ﹤0.01%
+307
270
$6K ﹤0.01%
74
271
$5K ﹤0.01%
+22
272
$5K ﹤0.01%
+14
273
$5K ﹤0.01%
126
274
$5K ﹤0.01%
+102
275
$5K ﹤0.01%
150