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
$142M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$331K
3
+$234K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$164K

Top Sells

1
+$1.93M
2
+$79.9K
3
+$72.6K
4
TWTR
Twitter, Inc.
TWTR
+$68.1K
5
MRK icon
Merck
MRK
+$66.9K

Sector Composition

1 Technology 11.32%
2 Financials 6.07%
3 Communication Services 5.43%
4 Consumer Discretionary 5.32%
5 Healthcare 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$335K 0.24%
5,328
+479
52
$334K 0.23%
4,981
-94
53
$293K 0.21%
2,304
+4
54
$288K 0.2%
1,703
+136
55
$287K 0.2%
1,278
+297
56
$284K 0.2%
3,767
-25,655
57
$278K 0.2%
511
58
$275K 0.19%
3,014
+355
59
$263K 0.18%
6,170
+1,000
60
$263K 0.18%
8,011
+71
61
$250K 0.18%
3,269
+2,003
62
$243K 0.17%
1,678
+8
63
$241K 0.17%
4,099
+92
64
$235K 0.17%
13,450
+6,820
65
$225K 0.16%
1,031
+6
66
$206K 0.14%
478
67
$205K 0.14%
5,034
+50
68
$204K 0.14%
7,022
+19
69
$203K 0.14%
1,400
+3
70
$188K 0.13%
738
71
$173K 0.12%
1,350
+9
72
$163K 0.11%
2,832
+1,608
73
$162K 0.11%
500
74
$157K 0.11%
414
+2
75
$152K 0.11%
4,478
+15
1 2
3
4 5