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
126
$62K 0.04%
529
127
$62K 0.04%
1,013
128
$60K 0.04%
508
+4
129
$60K 0.04%
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130
$60K 0.04%
378
131
$60K 0.04%
319
132
$57K 0.04%
772
+5
133
$56K 0.04%
366
+2
134
$54K 0.04%
607
135
$54K 0.04%
267
136
$52K 0.04%
742
+3
137
$49K 0.03%
376
138
$49K 0.03%
3,364
+4
139
$49K 0.03%
327
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140
$48K 0.03%
3,252
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141
$45K 0.03%
1,120
142
$44K 0.03%
1,391
+275
143
$43K 0.03%
910
144
$41K 0.03%
2,011
+11
145
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146
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1,956
+12
147
$38K 0.03%
154
148
$38K 0.03%
1,000
149
$36K 0.03%
375
+1
150
$36K 0.03%
103
+4
4 5
6
7 8