MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $256M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16.7M
3
+$15.1M
4
AAPL icon
Apple
AAPL
+$4.21M
5
AMZN icon
Amazon
AMZN
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 6.54%
3 Communication Services 5.13%
4 Consumer Discretionary 4.76%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$26K 0.02%
+295
152
$26K 0.02%
+250
153
$26K 0.02%
+156
154
$26K 0.02%
+166
155
$25K 0.02%
+602
156
$25K 0.02%
+246
157
$24K 0.02%
+132
158
$24K 0.02%
+220
159
$24K 0.02%
+300
160
$23K 0.02%
+100
161
$23K 0.02%
+69
162
$22K 0.02%
+404
163
$22K 0.02%
+87
164
$21K 0.02%
+100
165
$20K 0.02%
+710
166
$20K 0.02%
+500
167
$20K 0.02%
+100
168
$20K 0.02%
+100
169
$19K 0.02%
+500
170
$19K 0.02%
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171
$19K 0.02%
+200
172
$19K 0.02%
+100
173
$18K 0.02%
+450
174
$18K 0.02%
+101
175
$18K 0.02%
+400
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