MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$224M
This Quarter Return
+11.83%
1 Year Return
+16.7%
3 Year Return
+84.77%
5 Year Return
+121.83%
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+15%)
Cap. Flow
+$5.93M
Cap. Flow
% of AUM
4.26%
Top 10 Holdings %
Top 10 Hldgs %
68.76%
Holding
275
New
8
Increased
77
Reduced
11
Closed
6
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$1.39M |
| 2 |
iShares Select U.S. REIT ETF
ICF
|
$1.04M |
| 3 |
iShares Dow Jones US ETF
IYY
|
$499K |
| 4 |
Pfizer
PFE
|
$376K |
| 5 |
AT&T
T
|
$373K |
Top Sells
| 1 |
Beyond Meat
BYND
|
$37K |
| 2 |
Vornado Realty Trust
VNO
|
$35K |
| 3 |
Apple
AAPL
|
$26.5K |
| 4 |
iShares Select Dividend ETF
DVY
|
$18.8K |
| 5 |
Rocket Companies
RKT
|
$18.2K |
Sector Composition
| 1 | Technology | 10.48% |
| 2 | Consumer Discretionary | 6.14% |
| 3 | Communication Services | 5.64% |
| 4 | Financials | 5.39% |
| 5 | Healthcare | 2.23% |
