MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $246M
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$17.4M
3
+$15.6M
4
AAPL icon
Apple
AAPL
+$4.81M
5
AMZN icon
Amazon
AMZN
+$4.22M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 6.54%
3 Communication Services 5.13%
4 Consumer Discretionary 4.76%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$75K 0.07%
+254
102
$74K 0.07%
+1,858
103
$74K 0.07%
+1,872
104
$73K 0.07%
+1,314
105
$73K 0.07%
+720
106
$70K 0.07%
+1,375
107
$68K 0.06%
+496
108
$66K 0.06%
+300
109
$66K 0.06%
+500
110
$66K 0.06%
+3,875
111
$66K 0.06%
+450
112
$62K 0.06%
+491
113
$61K 0.06%
+500
114
$61K 0.06%
+607
115
$59K 0.06%
+200
116
$58K 0.05%
+1,000
117
$56K 0.05%
+900
118
$55K 0.05%
+2,175
119
$54K 0.05%
+1,008
120
$54K 0.05%
+464
121
$54K 0.05%
+430
122
$53K 0.05%
+600
123
$52K 0.05%
+318
124
$51K 0.05%
+300
125
$49K 0.05%
+712
3 4
5
6 7