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

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
in Stake
Capital Flow
326
-1,563
327
-604
328
-148
329
-223
330
-50
331
-304
332
-518
333
-41
334
-10
335
-15
336
-100
337
-2,033
338
-425
339
-221
340
-225
341
-50
342
-25
343
-1,970
344
-202
345
-350
346
-3,143
347
-200