MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $246M
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1 +$199K
2 +$126K
3 +$107K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$102K
5
CRM icon
Salesforce
CRM
+$100K

Top Sells

1 +$173K
2 +$163K
3 +$93.7K
4
BAC icon
Bank of America
BAC
+$81.6K
5
TSLA icon
Tesla
TSLA
+$78.5K

Sector Composition

1 Technology 13.9%
2 Financials 6.55%
3 Consumer Discretionary 6.04%
4 Communication Services 5.11%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$22.5K 0.01%
75
177
$21K 0.01%
4,068
178
$20.7K 0.01%
200
179
$20.2K 0.01%
1,200
180
$19.1K 0.01%
100
181
$18.3K 0.01%
100
182
$18.1K 0.01%
300
183
$17.5K 0.01%
500
-150
184
$17.4K 0.01%
100
185
$17K 0.01%
112
186
$16.9K 0.01%
750
187
$16.4K 0.01%
552
-602
188
$16.3K 0.01%
406
189
$15.6K 0.01%
303
190
$15K 0.01%
156
191
$14.7K 0.01%
640
192
$14.5K 0.01%
125
193
$14.5K 0.01%
200
194
$13.9K 0.01%
+25
195
$13.4K 0.01%
133
196
$13.3K 0.01%
200
197
$13.2K 0.01%
200
198
$12.8K 0.01%
9
199
$12.6K 0.01%
127
200
$12.6K 0.01%
159