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
$142M
AUM Growth
-$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$811K
2
+$331K
3
+$234K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$164K

Top Sells

1
+$1.93M
2
+$79.9K
3
+$72.6K
4
TWTR
Twitter, Inc.
TWTR
+$68.1K
5
MRK icon
Merck
MRK
+$66.9K

Sector Composition

1 Technology 11.32%
2 Financials 6.07%
3 Communication Services 5.43%
4 Consumer Discretionary 5.32%
5 Healthcare 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$108K 0.08%
2,983
+483
102
$106K 0.07%
1,659
+6
103
$101K 0.07%
1,564
+5
104
$100K 0.07%
22,250
105
$98K 0.07%
590
+2
106
$93K 0.07%
534
107
$91K 0.06%
2,328
-800
108
$90K 0.06%
3,854
+14
109
$90K 0.06%
2,217
+306
110
$89K 0.06%
650
111
$85K 0.06%
233
112
$85K 0.06%
1,204
+4
113
$84K 0.06%
175
+114
114
$80K 0.06%
538
+2
115
$79K 0.06%
1,097
+3
116
$75K 0.05%
2,150
117
$73K 0.05%
150
118
$72K 0.05%
1,301
+1
119
$67K 0.05%
1,656
+7
120
$67K 0.05%
522
+3
121
$66K 0.05%
4,000
122
$66K 0.05%
239
+1
123
$64K 0.05%
2,175
124
$63K 0.04%
1,693
+178
125
$63K 0.04%
436
3 4
5
6 7