We are live on ! Find out more
MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $238M
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$616K
2
+$311K
3
+$237K
4
AAPL icon
Apple
AAPL
+$218K
5
MSFT icon
Microsoft
MSFT
+$153K

Top Sells

1
+$600K
2
+$296K
3
+$224K
4
CVX icon
Chevron
CVX
+$192K
5
CI icon
Cigna
CI
+$188K

Sector Composition

1 Technology 15.73%
2 Financials 6.72%
3 Consumer Discretionary 6.5%
4 Communication Services 5.88%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-99
252
– –
-57
253
– –
-18
254
– –
-100
255
– –
-39
256
– –
-64
257
– –
-2,532
258
– –
-1,710
259
– –
-18
260
– –
-2,356
261
– –
-6
262
– –
-100
263
– –
-996
264
– –
-29
265
– –
-302
266
– –
-34
267
– –
-27
268
– –
-4
269
– –
-2
270
– –
-370
271
– –
-536
272
– –
-9
273
– –
-415
274
– –
-285
275
– –
-207
9 10
11
12 13