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
$202M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$560K
3
+$552K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$167K
5
CSCO icon
Cisco
CSCO
+$144K

Top Sells

1
+$415K
2
+$201K
3
+$73.9K
4
ORCL icon
Oracle
ORCL
+$60.9K
5
IYG icon
iShares US Financial Services ETF
IYG
+$54.4K

Sector Composition

1 Technology 13.64%
2 Financials 6.84%
3 Consumer Discretionary 6.46%
4 Communication Services 5.27%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$24.1K 0.01%
280
177
$23.5K 0.01%
200
178
$21.5K 0.01%
4,068
179
$20.8K 0.01%
1,200
180
$20.6K 0.01%
100
181
$20.3K 0.01%
500
182
$19.4K 0.01%
406
183
$19.2K 0.01%
303
184
$17.5K 0.01%
552
185
$15.7K 0.01%
125
186
$15.4K 0.01%
112
187
$14.9K 0.01%
133
188
$14.8K 0.01%
294
-294
189
$14.8K 0.01%
156
190
$14.3K 0.01%
600
-150
191
$14.2K 0.01%
200
-100
192
$13.8K 0.01%
39
193
$13.8K 0.01%
482
-158
194
$13.6K 0.01%
200
195
$13.5K 0.01%
282
196
$13.5K 0.01%
25
197
$13.4K 0.01%
200
198
$13.4K 0.01%
118
199
$13.1K 0.01%
39
+12
200
$12.7K 0.01%
159
6 7
8
9 10