We are live on ! Find out more
MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $238M
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
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
+$490K
2
+$92.6K
3
+$74.5K
4
PLD icon
Prologis
PLD
+$58.6K
5
TGT icon
Target
TGT
+$47.1K

Top Sells

1
+$1.77M
2
+$1.71M
3
+$997K
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$797K
5
AMZN icon
Amazon
AMZN
+$446K

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
– –
-41
327
– –
-10
328
– –
-15
329
– –
-100
330
– –
-2,033
331
– –
-425
332
– –
-100
333
– –
-1
334
– –
-10
335
– –
-1,003
336
– –
-50
337
– –
-304
338
– –
-518
339
– –
-350
340
– –
-3,143
341
– –
-200
342
– –
-221
343
– –
-225
344
– –
-50
345
– –
-25
346
– –
-1,970
347
– –
-202
10 11 12 13
14