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
$202M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1 +$610K
2 +$560K
3 +$552K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$167K
5
CSCO icon
Cisco
CSCO
+$144K

Top Sells

1 +$415K
2 +$201K
3 +$73.9K
4
ORCL icon
Oracle
ORCL
+$60.9K
5
IYG icon
iShares US Financial Services ETF
IYG
+$54.4K

Sector Composition

1 Technology 13.64%
2 Financials 6.84%
3 Consumer Discretionary 6.46%
4 Communication Services 5.27%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$39K 0.02%
682
-98
152
$38.9K 0.02%
309
153
$38.5K 0.02%
616
154
$38.4K 0.02%
400
155
$38.2K 0.02%
500
156
$38K 0.02%
407
157
$38K 0.02%
195
158
$37.7K 0.02%
241
+5
159
$36.4K 0.02%
105
160
$35.4K 0.02%
155
161
$34.4K 0.02%
100
162
$34.4K 0.02%
122
163
$31.9K 0.02%
234
164
$31.7K 0.02%
125
165
$30.9K 0.02%
990
166
$30.5K 0.02%
324
+1
167
$28.9K 0.01%
299
168
$27.4K 0.01%
640
169
$27.2K 0.01%
207
170
$26.8K 0.01%
75
171
$26.8K 0.01%
100
172
$26.5K 0.01%
100
173
$26.2K 0.01%
+554
174
$25.2K 0.01%
100
175
$25.1K 0.01%
1,888