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MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $238M
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.2M
AUM Growth
-$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$202K
3
+$168K
4
WFC icon
Wells Fargo
WFC
+$168K
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$161K

Top Sells

1
+$1.32M
2
+$663K
3
+$609K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$174K
5
CVX icon
Chevron
CVX
+$118K

Sector Composition

1 Technology 7.4%
2 Financials 6.14%
3 Consumer Discretionary 5.97%
4 Communication Services 5.6%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K 0.01%
33
202
$5K 0.01%
215
203
$5K 0.01%
150
204
$5K 0.01%
300
-200
205
$5K 0.01%
1,000
-2,875
206
$5K 0.01%
202
207
$5K 0.01%
+30
208
$4K ﹤0.01%
81
209
$4K ﹤0.01%
120
210
$4K ﹤0.01%
75
211
$4K ﹤0.01%
400
212
$3K ﹤0.01%
29
213
$3K ﹤0.01%
75
214
$3K ﹤0.01%
26
215
$3K ﹤0.01%
148
216
$3K ﹤0.01%
45
217
$2K ﹤0.01%
40
218
$2K ﹤0.01%
202
219
$2K ﹤0.01%
75
-375
220
$2K ﹤0.01%
100
221
$2K ﹤0.01%
202
222
$2K ﹤0.01%
60
223
$1K ﹤0.01%
86
224
$1K ﹤0.01%
247
225
$1K ﹤0.01%
10
7 8
9
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