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
$166M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$239K
3 +$228K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$206K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$202K

Top Sells

1 +$1.49M
2 +$60.3K
3 +$40.3K
4
RKT icon
Rocket Companies
RKT
+$35.1K
5
BMBL icon
Bumble
BMBL
+$34.6K

Sector Composition

1 Technology 9.7%
2 Communication Services 8.26%
3 Consumer Discretionary 5.71%
4 Financials 5.63%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$44K 0.03%
1,944
152
$43K 0.03%
350
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$43K 0.03%
305
154
$42K 0.03%
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155
$41K 0.02%
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156
$41K 0.02%
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$40K 0.02%
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158
$39K 0.02%
1,250
159
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166
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$37K 0.02%
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162
$35K 0.02%
156
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$32K 0.02%
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$29K 0.02%
500
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100