MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $246M
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$199K
2 +$126K
3 +$107K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$102K
5
CRM icon
Salesforce
CRM
+$100K

Top Sells

1 +$173K
2 +$163K
3 +$93.7K
4
BAC icon
Bank of America
BAC
+$81.6K
5
TSLA icon
Tesla
TSLA
+$78.5K

Sector Composition

1 Technology 13.9%
2 Financials 6.55%
3 Consumer Discretionary 6.04%
4 Communication Services 5.11%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$36.8K 0.02%
105
152
$36.7K 0.02%
140
+1
153
$36.4K 0.02%
166
154
$36.2K 0.02%
122
155
$35.2K 0.02%
309
156
$35.1K 0.02%
500
157
$34.9K 0.02%
616
+3
158
$34.2K 0.02%
195
159
$33.7K 0.02%
236
+4
160
$33.4K 0.02%
+4,000
161
$33.1K 0.02%
155
162
$32.9K 0.02%
100
163
$32.2K 0.02%
400
164
$30.9K 0.02%
990
165
$30.8K 0.02%
323
-30
166
$30.2K 0.02%
299
167
$29.9K 0.02%
125
168
$29.5K 0.02%
+588
169
$27.8K 0.02%
234
170
$27.1K 0.01%
207
171
$26.2K 0.01%
100
172
$24.9K 0.01%
183
173
$23.7K 0.01%
640
174
$23.1K 0.01%
280
175
$23K 0.01%
1,888