MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $256M
1-Year Est. Return 21.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1 +$17.6M
2 +$16.7M
3 +$15.1M
4
AAPL icon
Apple
AAPL
+$4.21M
5
AMZN icon
Amazon
AMZN
+$4.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.71%
2 Financials 6.54%
3 Communication Services 5.13%
4 Consumer Discretionary 4.76%
5 Industrials 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K 0.01%
+2,500
202
$9K 0.01%
+415
203
$8K 0.01%
+160
204
$7K 0.01%
+215
205
$7K 0.01%
+400
206
$7K 0.01%
+52
207
$7K 0.01%
+33
208
$7K 0.01%
+133
209
$6K 0.01%
+120
210
$6K 0.01%
+600
211
$5K ﹤0.01%
+33
212
$5K ﹤0.01%
+40
213
$5K ﹤0.01%
+81
214
$5K ﹤0.01%
+75
215
$5K ﹤0.01%
+202
216
$4K ﹤0.01%
+148
217
$4K ﹤0.01%
+150
218
$4K ﹤0.01%
+202
219
$4K ﹤0.01%
+202
220
$3K ﹤0.01%
+29
221
$3K ﹤0.01%
+75
222
$3K ﹤0.01%
+100
223
$3K ﹤0.01%
+26
224
$3K ﹤0.01%
+50
225
$3K ﹤0.01%
+45