MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $246M
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.4M
3
+$15.6M
4
AAPL icon
Apple
AAPL
+$4.81M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$269K 0.25%
+4,279
52
$257K 0.24%
+1,025
53
$238K 0.22%
+1,630
54
$232K 0.22%
+711
55
$231K 0.22%
+711
56
$221K 0.21%
+5,025
57
$217K 0.2%
+558
58
$171K 0.16%
+1,200
59
$155K 0.15%
+1,162
60
$154K 0.14%
+1,233
61
$153K 0.14%
+1,008
62
$153K 0.14%
+1,665
63
$152K 0.14%
+738
64
$149K 0.14%
+650
65
$146K 0.14%
+3,255
66
$145K 0.14%
+6,030
67
$145K 0.14%
+1,200
68
$137K 0.13%
+1,315
69
$133K 0.12%
+2,238
70
$127K 0.12%
+2,906
71
$122K 0.11%
+750
72
$119K 0.11%
+2,035
73
$119K 0.11%
+23,250
74
$117K 0.11%
+6,569
75
$116K 0.11%
+1,252
1 2
3
4 5