MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$256M
1-Year Est. Return
21.99%
This Fund
S&P 500
1 Year Est. Return
+21.99%
AUM
$246M
AUM Growth
+$22.1M
(+9.8%)
Holding
78
Top Buys
| 1 | +$353K | |
| 2 | +$209K | |
| 3 | +$206K | |
| 4 |
Blackrock
BLK
|
+$205K |
| 5 |
Walmart Inc
WMT
|
+$193K |
Top Sells
| 1 | +$858K | |
| 2 | +$330K | |
| 3 | +$46.9K | |
| 4 |
Lucid Motors
LCID
|
+$30.6K |
| 5 |
iShares Dow Jones US ETF
IYY
|
+$18.1K |
Sector Composition
| 1 | Technology | 18.42% |
| 2 | Financials | 8.26% |
| 3 | Communication Services | 6.36% |
| 4 | Consumer Discretionary | 6.18% |
| 5 | Industrials | 1.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Thermo Fisher Scientific
TMO
$175B
| $201K | 0.08% |
+414
|
|
||
|
77
Walmart Inc
WMT
$1T
| $200K | 0.08% |
+1,941
|
|
||
|
78
Lucid Motors
LCID
$3.24B
| – | – |
-1,450
|
|