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
$142M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$331K
3
+$234K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$164K

Top Sells

1
+$1.93M
2
+$79.9K
3
+$72.6K
4
TWTR
Twitter, Inc.
TWTR
+$68.1K
5
MRK icon
Merck
MRK
+$66.9K

Sector Composition

1 Technology 11.32%
2 Financials 6.07%
3 Communication Services 5.43%
4 Consumer Discretionary 5.32%
5 Healthcare 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7K ﹤0.01%
655
+6
252
$7K ﹤0.01%
200
-1,945
253
$6K ﹤0.01%
12
254
$6K ﹤0.01%
+229
255
$6K ﹤0.01%
115
256
$6K ﹤0.01%
+100
257
$6K ﹤0.01%
60
258
$6K ﹤0.01%
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18
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202
261
$6K ﹤0.01%
825
262
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30
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264
$5K ﹤0.01%
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$5K ﹤0.01%
150
266
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34
267
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+10
268
$5K ﹤0.01%
100
269
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304
270
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102
271
$5K ﹤0.01%
150
272
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75
273
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26
274
$5K ﹤0.01%
202
275
$5K ﹤0.01%
600
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