MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $224M
1-Year Est. Return 16.7%
This Quarter Est. Return
1 Year Est. Return
+16.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1 +$2.93M
2 +$1.67M
3 +$373K
4
LRCX icon
Lam Research
LRCX
+$332K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$290K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 6.58%
3 Financials 5.18%
4 Communication Services 5.06%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$9K 0.01%
+160
202
$9K 0.01%
425
203
$9K 0.01%
118
204
$9K 0.01%
304
205
$9K 0.01%
188
206
$8K 0.01%
75
207
$8K 0.01%
236
-54
208
$7K 0.01%
200
+100
209
$7K 0.01%
600
+200
210
$7K 0.01%
+100
211
$7K 0.01%
33
212
$7K 0.01%
700
213
$6K ﹤0.01%
+20
214
$6K ﹤0.01%
75
215
$6K ﹤0.01%
202
216
$6K ﹤0.01%
30
217
$6K ﹤0.01%
133
218
$6K ﹤0.01%
216
219
$6K ﹤0.01%
+114
220
$6K ﹤0.01%
52
221
$6K ﹤0.01%
+88
222
$6K ﹤0.01%
46
-21
223
$5K ﹤0.01%
151
+31
224
$5K ﹤0.01%
150
+76
225
$5K ﹤0.01%
150