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
$171M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$378K
2 +$262K
3 +$238K
4
NFLX icon
Netflix
NFLX
+$226K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$196K

Top Sells

1 +$3.75M
2 +$45K
3 +$37.6K
4
V icon
Visa
V
+$29.3K
5
CVX icon
Chevron
CVX
+$28.1K

Sector Composition

1 Technology 11.2%
2 Consumer Discretionary 6.23%
3 Financials 5.91%
4 Communication Services 5.65%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-9
327
$0 ﹤0.01%
10
328
$0 ﹤0.01%
2
329
-200