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
$167M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$335K
3
+$332K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$266K
5
JPM icon
JPMorgan Chase
JPM
+$234K

Top Sells

1
+$391K
2
+$321K
3
+$87.1K
4
SPOT icon
Spotify
SPOT
+$60K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43.7K

Sector Composition

1 Technology 9.71%
2 Communication Services 8.46%
3 Consumer Discretionary 5.88%
4 Financials 5.74%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$170K 0.1%
1,050
-150
77
$168K 0.1%
1,000
78
$167K 0.1%
440
79
$165K 0.1%
1,112
80
$164K 0.1%
1,643
+2
81
$163K 0.1%
2,313
82
$162K 0.1%
1,348
+5
83
$162K 0.1%
900
84
$153K 0.09%
183
85
$146K 0.09%
1,003
86
$143K 0.09%
650
87
$143K 0.09%
651
88
$131K 0.08%
1,496
+4
89
$129K 0.08%
+2,500
90
$127K 0.08%
1,000
91
$126K 0.08%
22,250
92
$122K 0.07%
1,559
93
$118K 0.07%
1,942
94
$116K 0.07%
500
95
$114K 0.07%
2,934
96
$113K 0.07%
534
97
$110K 0.07%
1,829
98
$109K 0.07%
1,881
99
$103K 0.06%
514
100
$103K 0.06%
1,695
2 3
4
5 6