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
$202M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$560K
3
+$552K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$167K
5
CSCO icon
Cisco
CSCO
+$144K

Top Sells

1
+$415K
2
+$201K
3
+$73.9K
4
ORCL icon
Oracle
ORCL
+$60.9K
5
IYG icon
iShares US Financial Services ETF
IYG
+$54.4K

Sector Composition

1 Technology 13.64%
2 Financials 6.84%
3 Consumer Discretionary 6.46%
4 Communication Services 5.27%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$4.56K ﹤0.01%
100
252
$4.46K ﹤0.01%
625
253
$4.45K ﹤0.01%
27
-156
254
$4.35K ﹤0.01%
397
255
$4.19K ﹤0.01%
113
256
$3.87K ﹤0.01%
128
-109
257
$3.78K ﹤0.01%
1,000
258
$3.75K ﹤0.01%
37
259
$3.44K ﹤0.01%
70
260
$3.27K ﹤0.01%
43
261
$3.16K ﹤0.01%
100
262
$3.08K ﹤0.01%
34
263
$3.01K ﹤0.01%
26
264
$2.69K ﹤0.01%
100
265
$2.63K ﹤0.01%
61
266
$2.62K ﹤0.01%
18
-4
267
$2.59K ﹤0.01%
15
+3
268
$2.54K ﹤0.01%
33
+13
269
$2.53K ﹤0.01%
44
270
$2.52K ﹤0.01%
19
271
$2.44K ﹤0.01%
45
272
$2.44K ﹤0.01%
42
273
$2.4K ﹤0.01%
143
+57
274
$2.38K ﹤0.01%
57
275
$2.38K ﹤0.01%
304
9 10
11
12 13