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
$156M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.69M
3 +$1.16M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$900K
5
AMZN icon
Amazon
AMZN
+$715K

Top Sells

1 +$91.5K
2 +$35.6K
3 +$26.4K
4
AMT icon
American Tower
AMT
+$18.2K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.2K

Sector Composition

1 Technology 13.05%
2 Financials 6.34%
3 Consumer Discretionary 5.11%
4 Communication Services 4.6%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$25.8K 0.02%
251
177
$24.9K 0.02%
102
178
$23.9K 0.02%
321
179
$23.8K 0.02%
1,888
180
$23.1K 0.01%
360
181
$22.8K 0.01%
640
182
$22.8K 0.01%
183
183
$22.3K 0.01%
125
184
$21.4K 0.01%
500
185
$21.4K 0.01%
75
186
$20.9K 0.01%
1,000
187
$20.6K 0.01%
750
188
$19.8K 0.01%
607
189
$19.3K 0.01%
+3,143
190
$19.2K 0.01%
1,200
191
$19K 0.01%
806
192
$18.4K 0.01%
200
193
$18.3K 0.01%
99
+1
194
$18.3K 0.01%
100
195
$18.2K 0.01%
207
196
$18.1K 0.01%
281
197
$17.3K 0.01%
400
-50
198
$16.7K 0.01%
654
+150
199
$16.5K 0.01%
200
200
$15.9K 0.01%
296