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
$156M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.69M
3
+$1.16M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$900K
5
AMZN icon
Amazon
AMZN
+$715K

Top Sells

1
+$91.5K
2
+$35.6K
3
+$26.4K
4
AMT icon
American Tower
AMT
+$18.2K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.2K

Sector Composition

1 Technology 13.05%
2 Financials 6.34%
3 Consumer Discretionary 5.11%
4 Communication Services 4.6%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$67.2K 0.04%
436
127
$66.1K 0.04%
529
128
$65.8K 0.04%
2,180
129
$65.6K 0.04%
+6,072
130
$65.2K 0.04%
319
131
$63.7K 0.04%
816
+3
132
$62.5K 0.04%
+4,470
133
$62.3K 0.04%
772
134
$59.8K 0.04%
366
135
$55.2K 0.04%
333
136
$55K 0.04%
415
-99
137
$54.8K 0.04%
3,364
138
$53.6K 0.03%
753
+4
139
$52.8K 0.03%
268
140
$52.1K 0.03%
126
141
$51.9K 0.03%
3,252
142
$51.8K 0.03%
327
143
$51.8K 0.03%
154
144
$51.4K 0.03%
380
+2
145
$48.3K 0.03%
913
146
$48K 0.03%
378
147
$47K 0.03%
1,120
148
$44.9K 0.03%
1,396
+2
149
$43.3K 0.03%
115
+10
150
$42.8K 0.03%
1,956
4 5
6
7 8