MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $224M
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$335K
3
+$332K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$266K
5
JPM icon
JPMorgan Chase
JPM
+$234K

Top Sells

1
+$391K
2
+$321K
3
+$87.1K
4
SPOT icon
Spotify
SPOT
+$60K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43.7K

Sector Composition

1 Technology 9.71%
2 Communication Services 8.46%
3 Consumer Discretionary 5.88%
4 Financials 5.74%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$67K 0.04%
436
+1
127
$66K 0.04%
1,120
+900
128
$66K 0.04%
529
129
$66K 0.04%
515
130
$62K 0.04%
370
131
$62K 0.04%
450
+310
132
$62K 0.04%
500
133
$62K 0.04%
3,360
134
$61K 0.04%
767
135
$60K 0.04%
607
136
$60K 0.04%
730
137
$59K 0.04%
900
138
$56K 0.03%
150
139
$56K 0.03%
3,240
140
$55K 0.03%
325
141
$54K 0.03%
1,000
142
$52K 0.03%
2,000
143
$51K 0.03%
481
144
$49K 0.03%
1,484
145
$49K 0.03%
225
146
$49K 0.03%
69
147
$46K 0.03%
356
148
$45K 0.03%
1,250
149
$45K 0.03%
376
150
$45K 0.03%
305
4 5
6
7 8