MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $256M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$391K
2 +$390K
3 +$326K
4
DIS icon
Walt Disney
DIS
+$264K
5
IBM icon
IBM
IBM
+$262K

Top Sells

1 +$600K
2 +$373K
3 +$239K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$104K
5
VZ icon
Verizon
VZ
+$80K

Sector Composition

1 Technology 12%
2 Financials 6.28%
3 Consumer Discretionary 5.91%
4 Communication Services 5.11%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$5K ﹤0.01%
+15
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34
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75
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18
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202
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600
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33
+23
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825
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$4K ﹤0.01%
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10
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$3K ﹤0.01%
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10
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127
+1
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26
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405
-250
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$2K ﹤0.01%
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$2K ﹤0.01%
18