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
$142M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$331K
3
+$234K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$164K

Top Sells

1
+$1.93M
2
+$79.9K
3
+$72.6K
4
TWTR
Twitter, Inc.
TWTR
+$68.1K
5
MRK icon
Merck
MRK
+$66.9K

Sector Composition

1 Technology 11.32%
2 Financials 6.07%
3 Communication Services 5.43%
4 Consumer Discretionary 5.32%
5 Healthcare 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
400
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100
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$5K ﹤0.01%
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+1
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$4K ﹤0.01%
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+10
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$4K ﹤0.01%
29
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$4K ﹤0.01%
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$4K ﹤0.01%
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+1
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$3K ﹤0.01%
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$3K ﹤0.01%
100
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$2K ﹤0.01%
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296
$2K ﹤0.01%
100
297
$2K ﹤0.01%
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298
$2K ﹤0.01%
42
299
$2K ﹤0.01%
100
300
$2K ﹤0.01%
42
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