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
$167M
AUM Growth
+$1.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$335K
3
+$332K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$266K
5
JPM icon
JPMorgan Chase
JPM
+$234K

Top Sells

1
+$391K
2
+$321K
3
+$87.1K
4
SPOT icon
Spotify
SPOT
+$60K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$43.7K

Sector Composition

1 Technology 9.71%
2 Communication Services 8.46%
3 Consumer Discretionary 5.88%
4 Financials 5.74%
5 Healthcare 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$21K 0.01%
101
202
$21K 0.01%
200
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$21K 0.01%
299
204
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+500
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100
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$16K 0.01%
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$16K 0.01%
355
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$14K 0.01%
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$14K 0.01%
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$14K 0.01%
2,500
220
$13K 0.01%
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$13K 0.01%
75
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$12K 0.01%
500
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$12K 0.01%
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224
$12K 0.01%
700
225
$11K 0.01%
500
7 8
9
10 11