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
$156M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.69M
3
+$1.16M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$900K
5
AMZN icon
Amazon
AMZN
+$715K

Top Sells

1
+$91.5K
2
+$35.6K
3
+$26.4K
4
AMT icon
American Tower
AMT
+$18.2K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.2K

Sector Composition

1 Technology 13.05%
2 Financials 6.34%
3 Consumer Discretionary 5.11%
4 Communication Services 4.6%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$42.7K 0.03%
1,250
152
$42K 0.03%
2,021
153
$40.5K 0.03%
369
154
$38.7K 0.02%
1,008
155
$37.5K 0.02%
383
+19
156
$37.2K 0.02%
407
157
$36.2K 0.02%
323
+5
158
$34.4K 0.02%
123
159
$33.2K 0.02%
69
160
$33.1K 0.02%
+3,785
161
$32.7K 0.02%
502
162
$32.5K 0.02%
167
163
$32.1K 0.02%
1,129
164
$31.7K 0.02%
773
+3
165
$31.4K 0.02%
310
166
$31.2K 0.02%
139
+1
167
$31.1K 0.02%
350
+1
168
$31K 0.02%
100
169
$30.9K 0.02%
990
170
$30.2K 0.02%
396
-111
171
$30K 0.02%
105
172
$29.6K 0.02%
156
173
$28.4K 0.02%
234
174
$28.3K 0.02%
400
175
$27.8K 0.02%
200
5 6
7
8 9