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
$185M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$199K
2
+$126K
3
+$107K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$102K
5
CRM icon
Salesforce
CRM
+$100K

Top Sells

1
+$173K
2
+$163K
3
+$93.7K
4
BAC icon
Bank of America
BAC
+$81.6K
5
TSLA icon
Tesla
TSLA
+$78.5K

Sector Composition

1 Technology 13.9%
2 Financials 6.55%
3 Consumer Discretionary 6.04%
4 Communication Services 5.11%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.6K ﹤0.01%
19
277
$2.52K ﹤0.01%
247
278
$2.4K ﹤0.01%
60
279
$2.4K ﹤0.01%
44
280
$2.34K ﹤0.01%
57
281
$2.33K ﹤0.01%
23
282
$2.31K ﹤0.01%
45
283
$2.24K ﹤0.01%
64
+26
284
$2.02K ﹤0.01%
42
285
$2.01K ﹤0.01%
12
286
$1.92K ﹤0.01%
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287
$1.86K ﹤0.01%
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$1.8K ﹤0.01%
50
289
$1.75K ﹤0.01%
50
-79
290
$1.71K ﹤0.01%
44
291
$1.66K ﹤0.01%
8
292
$1.65K ﹤0.01%
18
-15
293
$1.62K ﹤0.01%
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294
$1.61K ﹤0.01%
40
295
$1.55K ﹤0.01%
86
296
$1.53K ﹤0.01%
141
297
$1.52K ﹤0.01%
7
298
$1.48K ﹤0.01%
34
299
$1.31K ﹤0.01%
75
300
$1.24K ﹤0.01%
21
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