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
$185M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$199K
2
+$126K
3
+$107K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$102K
5
CRM icon
Salesforce
CRM
+$100K

Top Sells

1
+$173K
2
+$163K
3
+$93.7K
4
BAC icon
Bank of America
BAC
+$81.6K
5
TSLA icon
Tesla
TSLA
+$78.5K

Sector Composition

1 Technology 13.9%
2 Financials 6.55%
3 Consumer Discretionary 6.04%
4 Communication Services 5.11%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.62K ﹤0.01%
+50
252
$5.34K ﹤0.01%
96
253
$5.22K ﹤0.01%
625
254
$5.12K ﹤0.01%
21
255
$5.01K ﹤0.01%
81
256
$4.77K ﹤0.01%
202
257
$4.7K ﹤0.01%
33
258
$4.64K ﹤0.01%
100
259
$4.22K ﹤0.01%
113
260
$4.12K ﹤0.01%
300
261
$4.03K ﹤0.01%
237
262
$3.91K ﹤0.01%
30
263
$3.6K ﹤0.01%
244
264
$3.46K ﹤0.01%
37
265
$3.46K ﹤0.01%
70
266
$3.29K ﹤0.01%
103
267
$3.25K ﹤0.01%
125
268
$3.16K ﹤0.01%
304
269
$3.11K ﹤0.01%
10
270
$3.1K ﹤0.01%
100
271
$3.05K ﹤0.01%
26
272
$2.8K ﹤0.01%
+100
273
$2.79K ﹤0.01%
22
274
$2.71K ﹤0.01%
34
275
$2.65K ﹤0.01%
61
+1
9 10
11
12 13