MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $224M
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$560K
3
+$552K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$167K
5
CSCO icon
Cisco
CSCO
+$144K

Top Sells

1
+$415K
2
+$201K
3
+$73.9K
4
ORCL icon
Oracle
ORCL
+$60.9K
5
IYG icon
iShares US Financial Services ETF
IYG
+$54.4K

Sector Composition

1 Technology 13.64%
2 Financials 6.84%
3 Consumer Discretionary 6.46%
4 Communication Services 5.27%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$404K 0.2%
519
+2
52
$389K 0.19%
3,680
+59
53
$376K 0.19%
8,955
-216
54
$370K 0.18%
7,380
-42
55
$369K 0.18%
4,899
+7
56
$357K 0.18%
614
+3
57
$349K 0.17%
1,985
+614
58
$342K 0.17%
1,134
-25
59
$329K 0.16%
1,564
-21
60
$299K 0.15%
1,025
61
$286K 0.14%
1,500
62
$285K 0.14%
1,128
+4
63
$280K 0.14%
3,069
+7
64
$274K 0.14%
3,767
65
$266K 0.13%
7,187
+4
66
$266K 0.13%
3,080
-96
67
$230K 0.11%
505
68
$229K 0.11%
1,005
+5
69
$224K 0.11%
8,058
-387
70
$219K 0.11%
6,809
+51
71
$213K 0.11%
3,720
+31
72
$194K 0.1%
464
+1
73
$192K 0.09%
1,215
-136
74
$188K 0.09%
517
+3
75
$186K 0.09%
996
+1
1 2
3
4 5