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
$185M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$199K
2
+$126K
3
+$107K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$102K
5
CRM icon
Salesforce
CRM
+$100K

Top Sells

1
+$173K
2
+$163K
3
+$93.7K
4
BAC icon
Bank of America
BAC
+$81.6K
5
TSLA icon
Tesla
TSLA
+$78.5K

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
51
$374K 0.2%
4,892
-162
52
$356K 0.19%
7,422
+81
53
$346K 0.19%
9,171
+1,046
54
$341K 0.18%
1,371
-316
55
$327K 0.18%
685
+223
56
$324K 0.18%
611
57
$318K 0.17%
1,585
+9
58
$305K 0.16%
1,159
+381
59
$301K 0.16%
517
60
$294K 0.16%
3,062
+8
61
$281K 0.15%
3,176
+70
62
$277K 0.15%
3,767
63
$274K 0.15%
5,417
+1
64
$266K 0.14%
1,025
65
$254K 0.14%
1,124
+2
66
$249K 0.13%
7,183
+2
67
$245K 0.13%
1,500
68
$243K 0.13%
8,445
+1,507
69
$229K 0.12%
505
70
$211K 0.11%
6,758
+109
71
$206K 0.11%
3,689
-802
72
$202K 0.11%
1,351
-7
73
$191K 0.1%
3,207
+475
74
$187K 0.1%
1,000
75
$178K 0.1%
463
+2
1 2
3
4 5