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
$218M
AUM Growth
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$374K
2 +$348K
3 +$311K
4
WM icon
Waste Management
WM
+$272K
5
DOCU icon
DocuSign
DOCU
+$221K

Top Sells

1 +$1.84M
2 +$1.55M
3 +$911K
4
AAPL icon
Apple
AAPL
+$477K
5
TSLA icon
Tesla
TSLA
+$361K

Sector Composition

1 Technology 17.03%
2 Financials 7.73%
3 Consumer Discretionary 7.07%
4 Communication Services 5.89%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$43.8K 0.02%
+1,450
77
-1,025
78
-6,942