MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$246M
1-Year Est. Return
22.38%
1 Year Est. Return
+22.38%
AUM
$224M
AUM Growth
+$19M
(+9.3%)
Holding
77
Top Buys
| 1 | +$286K | |
| 2 | +$209K | |
| 3 | +$65K | |
| 4 |
State Street SPDR S&P Dividend ETF
SDY
|
+$29.9K |
| 5 |
iShares Select Dividend ETF
DVY
|
+$21.1K |
Top Sells
| 1 | +$538K | |
| 2 | +$521K | |
| 3 | +$263K | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$206K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$203K |
Sector Composition
| 1 | Technology | 16.95% |
| 2 | Financials | 8.55% |
| 3 | Consumer Discretionary | 6.64% |
| 4 | Communication Services | 5.62% |
| 5 | Industrials | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Thermo Fisher Scientific
TMO
$220B
| – | – |
-414
|
|
||
77
DocuSign
DOCU
$13.8B
| – | – |
-2,457
|
|