MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$224M
This Quarter Return
+11.03%
1 Year Return
+16.7%
3 Year Return
+84.77%
5 Year Return
+121.83%
10 Year Return
–
AUM
$171M
AUM Growth
+$171M
(+9.7%)
Cap. Flow
+$92.7K
Cap. Flow
% of AUM
0.05%
Top 10 Holdings %
Top 10 Hldgs %
69.11%
Holding
346
New
20
Increased
74
Reduced
74
Closed
16
Top Buys
| 1 |
NVIDIA
NVDA
|
$700K |
| 2 |
SPDR S&P Dividend ETF
SDY
|
$238K |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$141K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$131K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$125K |
Top Sells
| 1 |
Pfizer
PFE
|
$528K |
| 2 |
Lam Research
LRCX
|
$321K |
| 3 |
IMGN
Immunogen Inc
IMGN
|
$156K |
| 4 |
Meta Platforms (Facebook)
META
|
$92.7K |
| 5 |
Nuveen Municipal High Income Opportunity Fund
NMZ
|
$65.6K |
Sector Composition
| 1 | Technology | 14.39% |
| 2 | Financials | 6.27% |
| 3 | Consumer Discretionary | 5.68% |
| 4 | Communication Services | 4.76% |
| 5 | Industrials | 2.21% |
