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
$164M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1 +$483K
2 +$275K
3 +$268K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$229K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$168K

Top Sells

1 +$983K
2 +$265K
3 +$88.4K
4
DIS icon
Walt Disney
DIS
+$48.6K
5
HE icon
Hawaiian Electric Industries
HE
+$36.5K

Sector Composition

1 Technology 13.82%
2 Financials 6.5%
3 Consumer Discretionary 5.82%
4 Communication Services 5.28%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-1,008
327
-1,680
328
-63
329
-335
330
-181
331
-143
332
-607
333
-8
334
-18