MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $256M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$187K
2
+$118K
3
+$99.8K
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$94.7K
5
CRM icon
Salesforce
CRM
+$86.2K

Top Sells

1
+$165K
2
+$155K
3
+$90.2K
4
TSLA icon
Tesla
TSLA
+$75.1K
5
BAC icon
Bank of America
BAC
+$70.6K

Sector Composition

1 Technology 13.9%
2 Financials 6.55%
3 Consumer Discretionary 6.04%
4 Communication Services 5.11%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
– –
-97
327
– –
-26
328
– –
-18
329
– –
-251
330
– –
-30
10 11 12 13
14