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
$135M
AUM Growth
-$711K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$492K
2
+$94.4K
3
+$75.2K
4
PLD icon
Prologis
PLD
+$59.7K
5
TGT icon
Target
TGT
+$44.7K

Top Sells

1
+$1.71M
2
+$1.56M
3
+$992K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$812K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$404K

Sector Composition

1 Technology 10.58%
2 Financials 7.17%
3 Consumer Discretionary 4.32%
4 Communication Services 4.14%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
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