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
$136M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$356K
2 +$349K
3 +$294K
4
IBM icon
IBM
IBM
+$237K
5
DIS icon
Walt Disney
DIS
+$232K

Sector Composition

1 Technology 12%
2 Financials 6.28%
3 Consumer Discretionary 5.91%
4 Communication Services 5.11%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$7K 0.01%
188
252
$6K ﹤0.01%
65
-3,684
253
$6K ﹤0.01%
100
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233
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116
+1
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302
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+27
258
$6K ﹤0.01%
88
259
$6K ﹤0.01%
26
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74
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25
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$6K ﹤0.01%
500
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202
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30
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$5K ﹤0.01%
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+800
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304
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$5K ﹤0.01%
102
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$5K ﹤0.01%
150
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$5K ﹤0.01%
60