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
$205M
AUM Growth
+$3.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$637K
2
+$307K
3
+$246K
4
WM icon
Waste Management
WM
+$243K
5
MSFT icon
Microsoft
MSFT
+$162K

Top Sells

1
+$733K
2
+$315K
3
+$224K
4
CVX icon
Chevron
CVX
+$192K
5
CI icon
Cigna
CI
+$188K

Sector Composition

1 Technology 15.73%
2 Financials 6.72%
3 Consumer Discretionary 6.5%
4 Communication Services 5.88%
5 Industrials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
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