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MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$276M
1-Year Est. Return
29.13%
This Fund
S&P 500
This Quarter
Est. Return
+9.13%
1 Year Est. Return
+29.13%
3 Year Est. Return
+92.02%
5 Year Est. Return
+106.88%
10 Year Est. Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
95.57%
Top 10 Holdings %
Top 10 Hldgs %
66.99%
Holding
239
New
239
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$17.6M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$16.7M |
| 3 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$15.1M |
| 4 |
Apple
AAPL
|
+$4.21M |
| 5 |
Amazon
AMZN
|
+$4.04M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 6.71% |
| 2 | Financials | 6.54% |
| 3 | Communication Services | 5.13% |
| 4 | Consumer Discretionary | 4.76% |
| 5 | Industrials | 2.49% |
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Mine & Arao Wealth Creation & Management's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Mine & Arao Wealth Creation & Management, which disclosed 239 positions worth $107M. Its ten largest holdings account for 67% of the portfolio.
Its largest position is Invesco QQQ Trust: 88,041 shares worth $18.7M.
By sector, the portfolio is most concentrated in Technology at 6.7% of assets, followed by Financials and Communication Services.
- Mine & Arao Wealth Creation & Management's largest Q4 2019 buy was Invesco QQQ Trust: 88,041 shares worth $18.7M.
- Mine & Arao Wealth Creation & Management's ten largest holdings make up 67% of its $107M portfolio in Q4 2019.
- Mine & Arao Wealth Creation & Management disclosed 239 positions in Q4 2019, its first 13F filing on record.
Based on Mine & Arao Wealth Creation & Management's 13F filing for Q4 2019, filed 12 Feb 2020.