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
$166M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$3.51M
2
+$239K
3
+$228K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$206K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$202K

Top Sells

1
+$1.49M
2
+$60.3K
3
+$40.3K
4
RKT icon
Rocket Companies
RKT
+$35.1K
5
BMBL icon
Bumble
BMBL
+$34.6K

Sector Composition

1 Technology 9.7%
2 Communication Services 8.26%
3 Consumer Discretionary 5.71%
4 Financials 5.63%
5 Healthcare 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$29K 0.02%
1,938
177
$28K 0.02%
116
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$28K 0.02%
400
179
$27K 0.02%
220
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$27K 0.02%
407
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$27K 0.02%
256
+1
182
$27K 0.02%
+1,400
183
$26K 0.02%
318
184
$26K 0.02%
100
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$25K 0.02%
500
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$24K 0.01%
299
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+500
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$18K 0.01%
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200
$18K 0.01%
900
6 7
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