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
$181M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$656K
2
+$528K
3
+$420K
4
AMZN icon
Amazon
AMZN
+$337K
5
V icon
Visa
V
+$171K

Top Sells

1
+$4M
2
+$458K
3
+$244K
4
RKT icon
Rocket Companies
RKT
+$40.5K
5
WYNN icon
Wynn Resorts
WYNN
+$40K

Sector Composition

1 Technology 10.98%
2 Consumer Discretionary 5.88%
3 Financials 5.56%
4 Communication Services 5.44%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
+163
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$5K ﹤0.01%
600
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$5K ﹤0.01%
100
279
$4K ﹤0.01%
10
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148
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$4K ﹤0.01%
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$3K ﹤0.01%
100
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+19
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31
+1
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13
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26
292
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57
+1
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$3K ﹤0.01%
+120
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$3K ﹤0.01%
36
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60
296
$2K ﹤0.01%
18
+1
297
$2K ﹤0.01%
34
298
$2K ﹤0.01%
42
299
$2K ﹤0.01%
42
300
$2K ﹤0.01%
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