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
$135M
AUM Growth
-$711K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1 +$492K
2 +$94.4K
3 +$75.2K
4
PLD icon
Prologis
PLD
+$59.7K
5
TGT icon
Target
TGT
+$44.7K

Sector Composition

1 Technology 10.58%
2 Financials 7.17%
3 Consumer Discretionary 4.32%
4 Communication Services 4.14%
5 Industrials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$13.3K 0.01%
406
202
$13K 0.01%
200
203
$12.9K 0.01%
394
204
$12.5K 0.01%
174
205
$12.3K 0.01%
504
-150
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$12.2K 0.01%
1,000
207
$12K 0.01%
663
208
$11.9K 0.01%
118
209
$11.6K 0.01%
2,500
210
$11.4K 0.01%
200
211
$11.3K 0.01%
118
212
$10.8K 0.01%
600
213
$10.6K 0.01%
282
214
$10.5K 0.01%
50
215
$10.5K 0.01%
500
216
$10.3K 0.01%
640
217
$10.2K 0.01%
221
218
$10.2K 0.01%
133
219
$10.1K 0.01%
39
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$9.81K 0.01%
112
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$9.55K 0.01%
115
+1
222
$9.39K 0.01%
188
+1
223
$9.25K 0.01%
33
224
$9.18K 0.01%
279
225
$8.91K 0.01%
130