MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $256M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
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 +$395K
2 +$331K
3 +$319K
4
WM icon
Waste Management
WM
+$290K
5
DOCU
DocuSign
DOCU
+$196K

Top Sells

1 +$1.82M
2 +$1.56M
3 +$926K
4
AAPL icon
Apple
AAPL
+$449K
5
DVY icon
iShares Select Dividend ETF
DVY
+$312K

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