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
$202M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$560K
3
+$552K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$167K
5
CSCO icon
Cisco
CSCO
+$144K

Top Sells

1
+$415K
2
+$201K
3
+$73.9K
4
ORCL icon
Oracle
ORCL
+$60.9K
5
IYG icon
iShares US Financial Services ETF
IYG
+$54.4K

Sector Composition

1 Technology 13.64%
2 Financials 6.84%
3 Consumer Discretionary 6.46%
4 Communication Services 5.27%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$73.7K 0.04%
385
+1
127
$72.7K 0.04%
1,250
128
$71.9K 0.04%
187
+3
129
$71.2K 0.04%
767
130
$69.6K 0.03%
728
+3
131
$68.9K 0.03%
529
132
$65.7K 0.03%
364
133
$65.5K 0.03%
536
134
$62.4K 0.03%
423
+2
135
$61.1K 0.03%
378
136
$58.8K 0.03%
1,396
+1
137
$58.8K 0.03%
2,014
-1,338
138
$58.3K 0.03%
416
+20
139
$58.2K 0.03%
69
140
$56.6K 0.03%
118
+2
141
$51.8K 0.03%
+1,050
142
$50.6K 0.03%
232
+1
143
$49.4K 0.02%
302
+1
144
$49K 0.02%
370
+10
145
$47.1K 0.02%
405
+36
146
$46.7K 0.02%
114
+1
147
$45K 0.02%
4,000
148
$43.3K 0.02%
858
149
$40.5K 0.02%
140
150
$39.1K 0.02%
166
4 5
6
7 8