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
$185M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$199K
2
+$126K
3
+$107K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$102K
5
CRM icon
Salesforce
CRM
+$100K

Top Sells

1
+$173K
2
+$163K
3
+$93.7K
4
BAC icon
Bank of America
BAC
+$81.6K
5
TSLA icon
Tesla
TSLA
+$78.5K

Sector Composition

1 Technology 13.9%
2 Financials 6.55%
3 Consumer Discretionary 6.04%
4 Communication Services 5.11%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$70.7K 0.04%
150
127
$70.6K 0.04%
529
128
$70K 0.04%
2,170
129
$65.8K 0.04%
367
130
$65.6K 0.04%
767
131
$63.9K 0.03%
184
-21
132
$63.3K 0.03%
384
+1
133
$61.9K 0.03%
725
+7
134
$59.2K 0.03%
4,000
135
$58.5K 0.03%
378
136
$58.2K 0.03%
421
+4
137
$57.2K 0.03%
1,250
138
$53.7K 0.03%
364
139
$52.5K 0.03%
231
140
$52.4K 0.03%
1,395
+2
141
$50.5K 0.03%
116
+1
142
$48.3K 0.03%
301
+1
143
$48K 0.03%
69
144
$45.3K 0.02%
113
145
$43.3K 0.02%
858
146
$40.3K 0.02%
396
147
$40.2K 0.02%
360
148
$39.7K 0.02%
780
+2
149
$37.9K 0.02%
407
150
$36.9K 0.02%
369
4 5
6
7 8