MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$224M
This Quarter Return
-0.43%
1 Year Return
+16.7%
3 Year Return
+84.77%
5 Year Return
+121.83%
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(+0.78%)
Cap. Flow
+$2.57M
Cap. Flow
% of AUM
1.54%
Top 10 Holdings %
Top 10 Hldgs %
67.4%
Holding
298
New
9
Increased
59
Reduced
24
Closed
8
Top Buys
| 1 |
Amazon
AMZN
|
$604K |
| 2 |
AT&T
T
|
$335K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$332K |
| 4 |
NVIDIA
NVDA
|
$316K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$266K |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$391K |
| 2 |
GE Aerospace
GE
|
$183K |
| 3 |
Oracle
ORCL
|
$87.1K |
| 4 |
Spotify
SPOT
|
$60K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$43.7K |
Sector Composition
| 1 | Technology | 9.71% |
| 2 | Communication Services | 8.46% |
| 3 | Consumer Discretionary | 5.88% |
| 4 | Financials | 5.74% |
| 5 | Healthcare | 2.06% |
