MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$224M
1-Year Return
16.7%
This Quarter Return
+9.13%
1 Year Return
+16.7%
3 Year Return
+84.77%
5 Year Return
+121.83%
10 Year Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.99%
Holding
239
New
239
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$18.7M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$17.4M |
| 3 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$15.6M |
| 4 |
Apple
AAPL
|
$4.81M |
| 5 |
Amazon
AMZN
|
$4.22M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.71% |
| 2 | Financials | 6.54% |
| 3 | Communication Services | 5.13% |
| 4 | Consumer Discretionary | 4.76% |
| 5 | Industrials | 2.49% |
