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
$167M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$335K
3
+$332K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$266K
5
JPM icon
JPMorgan Chase
JPM
+$234K

Top Sells

1
+$391K
2
+$321K
3
+$87.1K
4
SPOT icon
Spotify
SPOT
+$60K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43.7K

Sector Composition

1 Technology 9.71%
2 Communication Services 8.46%
3 Consumer Discretionary 5.88%
4 Financials 5.74%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$44K 0.03%
254
+208
152
$44K 0.03%
1,944
153
$43K 0.03%
154
154
$42K 0.03%
850
155
$42K 0.03%
1,116
156
$41K 0.02%
1,000
157
$40K 0.02%
+1,543
158
$40K 0.02%
2,638
159
$40K 0.02%
+467
160
$39K 0.02%
500
161
$39K 0.02%
166
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$38K 0.02%
800
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163
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164
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165
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166
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$37K 0.02%
250
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168
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169
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170
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172
$33K 0.02%
500
173
$32K 0.02%
100
174
$32K 0.02%
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175
$32K 0.02%
80
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