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
$224M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$246K
2 +$193K
3 +$65.9K
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$29.2K
5
KO icon
Coca-Cola
KO
+$20.9K

Top Sells

1 +$485K
2 +$415K
3 +$244K
4
TMO icon
Thermo Fisher Scientific
TMO
+$206K
5
VNQ icon
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
-414
77
-2,247