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
$156M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.69M
3
+$1.16M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$900K
5
AMZN icon
Amazon
AMZN
+$715K

Top Sells

1
+$91.5K
2
+$35.6K
3
+$26.4K
4
AMT icon
American Tower
AMT
+$18.2K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.2K

Sector Composition

1 Technology 13.05%
2 Financials 6.34%
3 Consumer Discretionary 5.11%
4 Communication Services 4.6%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3.23K ﹤0.01%
100
277
$3.07K ﹤0.01%
43
278
$3.06K ﹤0.01%
26
279
$2.96K ﹤0.01%
32
280
$2.86K ﹤0.01%
36
281
$2.68K ﹤0.01%
115
282
$2.58K ﹤0.01%
59
+1
283
$2.56K ﹤0.01%
247
284
$2.55K ﹤0.01%
42
285
$2.51K ﹤0.01%
33
286
$2.5K ﹤0.01%
+10
287
$2.4K ﹤0.01%
44
288
$2.39K ﹤0.01%
32
+12
289
$2.31K ﹤0.01%
98
+1
290
$2.3K ﹤0.01%
+57
291
$2.29K ﹤0.01%
19
292
$2.24K ﹤0.01%
60
293
$2.23K ﹤0.01%
7
294
$2.22K ﹤0.01%
22
295
$2.2K ﹤0.01%
23
296
$2.09K ﹤0.01%
10
297
$2.01K ﹤0.01%
15
298
$1.99K ﹤0.01%
129
+74
299
$1.97K ﹤0.01%
47
+1
300
$1.83K ﹤0.01%
+50
10 11
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