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
+$20.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$170K
3
+$103K
4
JPM icon
JPMorgan Chase
JPM
+$65.8K
5
APRN
Blue Apron Holdings, Inc. Class A Common Stock
APRN
+$65K

Top Sells

1
+$351K
2
+$181K
3
+$69.4K
4
TSLA icon
Tesla
TSLA
+$44.6K
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K 0.01%
52
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$5K ﹤0.01%
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$3K ﹤0.01%
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+74
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$2K ﹤0.01%
34
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$2K ﹤0.01%
75
6 7 8
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