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
$202M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$560K
3
+$552K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$167K
5
CSCO icon
Cisco
CSCO
+$144K

Top Sells

1
+$415K
2
+$201K
3
+$73.9K
4
ORCL icon
Oracle
ORCL
+$60.9K
5
IYG icon
iShares US Financial Services ETF
IYG
+$54.4K

Sector Composition

1 Technology 13.64%
2 Financials 6.84%
3 Consumer Discretionary 6.46%
4 Communication Services 5.27%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.37K ﹤0.01%
60
277
$2.32K ﹤0.01%
23
278
$2.3K ﹤0.01%
247
279
$2.28K ﹤0.01%
128
-109
280
$2.28K ﹤0.01%
125
281
$2.27K ﹤0.01%
50
282
$2.18K ﹤0.01%
24
+3
283
$2.13K ﹤0.01%
+18
284
$2.06K ﹤0.01%
40
285
$2.06K ﹤0.01%
34
286
$2.01K ﹤0.01%
50
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$2K ﹤0.01%
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288
$1.94K ﹤0.01%
8
289
$1.82K ﹤0.01%
64
290
$1.8K ﹤0.01%
26
291
$1.7K ﹤0.01%
+29
292
$1.66K ﹤0.01%
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$1.35K ﹤0.01%
+8
294
$1.32K ﹤0.01%
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295
$1.29K ﹤0.01%
+7
296
$1.2K ﹤0.01%
7
297
$1.19K ﹤0.01%
99
-42
298
$1.18K ﹤0.01%
133
299
$1.17K ﹤0.01%
115
300
$1.15K ﹤0.01%
+5
10 11
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