MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$246M
1-Year Est. Return
22.38%
1 Year Est. Return
+22.38%
AUM
$246M
AUM Growth
+$22.1M
(+9.8%)
Holding
78
Top Buys
| 1 | +$367K | |
| 2 | +$216K | |
| 3 | +$213K | |
| 4 |
JPMorgan Chase
JPM
|
+$203K |
| 5 |
Amazon
AMZN
|
+$203K |
Top Sells
| 1 | +$900K | |
| 2 | +$354K | |
| 3 | +$47.7K | |
| 4 |
Lucid Motors
LCID
|
+$30.6K |
| 5 |
iShares Dow Jones US ETF
IYY
|
+$18.8K |
Sector Composition
| 1 | Technology | 18.42% |
| 2 | Financials | 8.26% |
| 3 | Communication Services | 6.36% |
| 4 | Consumer Discretionary | 6.18% |
| 5 | Industrials | 1.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Thermo Fisher Scientific
TMO
$220B
| $201K | 0.08% |
+414
|
|
||
77
Walmart
WMT
$889B
| $200K | 0.08% |
+1,941
|
|
||
|
78
Lucid Motors
LCID
$4.08B
| – | – |
-1,450
|
|