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
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.4M
3
+$15.6M
4
AAPL icon
Apple
AAPL
+$4.81M
5
AMZN icon
Amazon
AMZN
+$4.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 6.54%
3 Communication Services 5.13%
4 Consumer Discretionary 4.76%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$115K 0.11%
+758
77
$114K 0.11%
+1,502
78
$112K 0.11%
+1,864
79
$108K 0.1%
+1,952
80
$105K 0.1%
+514
81
$104K 0.1%
+1,881
82
$102K 0.1%
+1,003
83
$101K 0.09%
+440
84
$99K 0.09%
+1,580
85
$97K 0.09%
+3,556
86
$96K 0.09%
+3,230
87
$95K 0.09%
+534
88
$95K 0.09%
+1,589
89
$94K 0.09%
+1,000
90
$92K 0.09%
+183
91
$90K 0.08%
+606
92
$89K 0.08%
+1,200
93
$87K 0.08%
+2,528
94
$85K 0.08%
+1,297
95
$84K 0.08%
+5,000
96
$83K 0.08%
+638
97
$82K 0.08%
+937
98
$82K 0.08%
+2,555
99
$79K 0.07%
+1,189
100
$76K 0.07%
+478
2 3
4
5 6