MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$256M
1-Year Est. Return
21.99%
This Fund
S&P 500
1 Year Est. Return
+21.99%
AUM
$256M
AUM Growth
+$9.41M
(+3.8%)
Holding
80
Top Buys
| 1 | +$556K | |
| 2 | +$461K | |
| 3 | +$229K | |
| 4 |
Advanced Micro Devices
AMD
|
+$225K |
| 5 |
Waste Management
WM
|
+$151K |
Top Sells
| 1 | +$519K | |
| 2 | +$298K | |
| 3 | +$234K | |
| 4 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$216K |
| 5 |
Blackrock
BLK
|
+$213K |
Sector Composition
| 1 | Technology | 18.61% |
| 2 | Financials | 8.21% |
| 3 | Communication Services | 7.17% |
| 4 | Consumer Discretionary | 6.26% |
| 5 | Industrials | 1.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Advanced Micro Devices
AMD
$324B
| $215K | 0.08% |
+1,004
|
|
||
|
77
Blackrock
BLK
$166B
| – | – |
-183
|
|
||
78
Crown Castle
CCI
$39B
| – | – |
-2,158
|
|
||
|
K
79
DELISTED
Kellanova
K
| – | – |
-3,636
|
|
||
|
80
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.4B
| – | – |
-1,800
|
|