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
$156M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.69M
3
+$1.16M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$900K
5
AMZN icon
Amazon
AMZN
+$715K

Top Sells

1
+$91.5K
2
+$35.6K
3
+$26.4K
4
AMT icon
American Tower
AMT
+$18.2K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.2K

Sector Composition

1 Technology 13.05%
2 Financials 6.34%
3 Consumer Discretionary 5.11%
4 Communication Services 4.6%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.03K ﹤0.01%
115
252
$5.96K ﹤0.01%
118
+1
253
$5.83K ﹤0.01%
34
254
$5.65K ﹤0.01%
200
255
$5.61K ﹤0.01%
150
256
$5.34K ﹤0.01%
+15
257
$5.32K ﹤0.01%
22
258
$5.31K ﹤0.01%
600
259
$5.2K ﹤0.01%
21
260
$5.18K ﹤0.01%
302
261
$5.03K ﹤0.01%
63
262
$4.95K ﹤0.01%
+304
263
$4.95K ﹤0.01%
202
264
$4.93K ﹤0.01%
113
265
$4.91K ﹤0.01%
148
+1
266
$4.82K ﹤0.01%
81
267
$4.7K ﹤0.01%
18
268
$4.68K ﹤0.01%
122
269
$4.66K ﹤0.01%
100
270
$4.57K ﹤0.01%
96
271
$4.42K ﹤0.01%
300
-200
272
$4K ﹤0.01%
135
273
$3.78K ﹤0.01%
237
274
$3.42K ﹤0.01%
+70
275
$3.35K ﹤0.01%
30
9 10
11
12 13