MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$224M
This Quarter Return
+10.56%
1 Year Return
+16.7%
3 Year Return
+84.77%
5 Year Return
+121.83%
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+15%)
Cap. Flow
+$8.98M
Cap. Flow
% of AUM
5.76%
Top 10 Holdings %
Top 10 Hldgs %
67.72%
Holding
338
New
17
Increased
83
Reduced
27
Closed
12
Top Buys
| 1 |
Apple
AAPL
|
$2.07M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.69M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.16M |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$900K |
| 5 |
Amazon
AMZN
|
$715K |
Top Sells
| 1 |
Oracle
ORCL
|
$91.5K |
| 2 |
COUP
Coupa Software Incorporated
COUP
|
$35.6K |
| 3 |
Wells Fargo
WFC
|
$26.4K |
| 4 |
American Tower
AMT
|
$18.2K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$18.2K |
Sector Composition
| 1 | Technology | 13.05% |
| 2 | Financials | 6.34% |
| 3 | Consumer Discretionary | 5.11% |
| 4 | Communication Services | 4.6% |
| 5 | Healthcare | 2.39% |
