MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $238M
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.57M
3
+$371K
4
LRCX icon
Lam Research
LRCX
+$345K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$296K

Top Sells

1
+$1.31M
2
+$242K
3
+$94.7K
4
APRN
Blue Apron Holdings, Inc. Class A Common Stock
APRN
+$72K
5
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$60K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 6.58%
3 Financials 5.18%
4 Communication Services 5.06%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$15K 0.01%
800
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187
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100
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194
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-1
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$9K 0.01%
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200
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168
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8
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