MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $256M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$16.7M
3
+$15.1M
4
AAPL icon
Apple
AAPL
+$4.21M
5
AMZN icon
Amazon
AMZN
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 6.54%
3 Communication Services 5.13%
4 Consumer Discretionary 4.76%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$17K 0.02%
+650
177
$17K 0.02%
+700
178
$17K 0.02%
+156
179
$17K 0.02%
+116
180
$17K 0.02%
+210
181
$16K 0.02%
+425
182
$16K 0.02%
+75
183
$15K 0.01%
+500
184
$15K 0.01%
+52
185
$15K 0.01%
+200
186
$14K 0.01%
+928
187
$14K 0.01%
+67
188
$14K 0.01%
+100
189
$14K 0.01%
+100
190
$13K 0.01%
+600
191
$13K 0.01%
+700
192
$12K 0.01%
+242
193
$12K 0.01%
+221
194
$12K 0.01%
+200
195
$11K 0.01%
+188
196
$11K 0.01%
+333
197
$11K 0.01%
+213
198
$10K 0.01%
+118
199
$10K 0.01%
+100
200
$9K 0.01%
+168
6 7
8
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