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
$136M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1 +$356K
2 +$349K
3 +$294K
4
IBM icon
IBM
IBM
+$237K
5
DIS icon
Walt Disney
DIS
+$232K

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
277
$5K ﹤0.01%
34
278
$5K ﹤0.01%
75
279
$5K ﹤0.01%
18
280
$5K ﹤0.01%
202
281
$5K ﹤0.01%
600
282
$5K ﹤0.01%
33
+23
283
$5K ﹤0.01%
825
284
$5K ﹤0.01%
100
285
$5K ﹤0.01%
112
286
$5K ﹤0.01%
16
287
$4K ﹤0.01%
10
288
$4K ﹤0.01%
10
289
$4K ﹤0.01%
135
290
$4K ﹤0.01%
81
291
$4K ﹤0.01%
147
292
$4K ﹤0.01%
200
293
$4K ﹤0.01%
96
294
$3K ﹤0.01%
31
295
$3K ﹤0.01%
10
296
$3K ﹤0.01%
127
+1
297
$3K ﹤0.01%
26
298
$3K ﹤0.01%
405
-250
299
$2K ﹤0.01%
18
300
$2K ﹤0.01%
33