MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$224M
1-Year Est. Return
16.7%
1 Year Est. Return
+16.7%
AUM
$205M
AUM Growth
-$13.2M
(-6%)
Holding
77
Top Buys
| 1 | +$2.2M | |
| 2 | +$209K | |
| 3 | +$165K | |
| 4 |
SPDR S&P Dividend ETF
SDY
|
+$48K |
| 5 |
iShares Select Dividend ETF
DVY
|
+$20K |
Top Sells
| 1 | +$640K | |
| 2 | +$410K | |
| 3 | +$402K | |
| 4 |
CSX Corp
CSX
|
+$215K |
| 5 |
Apple
AAPL
|
+$212K |
Sector Composition
| 1 | Technology | 16.71% |
| 2 | Financials | 8.63% |
| 3 | Consumer Discretionary | 6.32% |
| 4 | Communication Services | 5.34% |
| 5 | Industrials | 1.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
CSX Corp
CSX
$68.2B
| – | – |
-6,657
|
|
||
77
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
| – | – |
-900
|
|