MAWCM
Mine & Arao Wealth Creation & Management Portfolio holdings
AUM
$224M
This Quarter Return
+22.08%
1 Year Return
+16.7%
3 Year Return
+84.77%
5 Year Return
+121.83%
10 Year Return
–
AUM
$107M
AUM Growth
+$107M
(+24%)
Cap. Flow
+$1.84M
Cap. Flow
% of AUM
1.72%
Top 10 Holdings %
Top 10 Hldgs %
69.17%
Holding
241
New
10
Increased
54
Reduced
30
Closed
5
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$2.28M |
| 2 |
Wells Fargo
WFC
|
$159K |
| 3 |
ProShares Ultra VIX Short-Term Futures ETF
UVXY
|
$113K |
| 4 |
APRN
Blue Apron Holdings, Inc. Class A Common Stock
APRN
|
$72K |
| 5 |
JPMorgan Chase
JPM
|
$65.2K |
Top Sells
| 1 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$369K |
| 2 |
Amazon
AMZN
|
$207K |
| 3 |
Chipotle Mexican Grill
CMG
|
$78K |
| 4 |
Tesla
TSLA
|
$59.6K |
| 5 |
PLD
PROLOGIS
PLD
|
$43K |
Sector Composition
| 1 | Technology | 8.32% |
| 2 | Consumer Discretionary | 6.55% |
| 3 | Financials | 5.58% |
| 4 | Communication Services | 5.27% |
| 5 | Consumer Staples | 2.14% |
