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
$156M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
338
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.69M
3 +$1.16M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$900K
5
AMZN icon
Amazon
AMZN
+$715K

Top Sells

1 +$91.5K
2 +$35.6K
3 +$26.4K
4
AMT icon
American Tower
AMT
+$18.2K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$18.2K

Sector Composition

1 Technology 13.05%
2 Financials 6.34%
3 Consumer Discretionary 5.11%
4 Communication Services 4.6%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$15.5K 0.01%
156
202
$15.1K 0.01%
322
203
$14.2K 0.01%
406
204
$14.2K 0.01%
100
205
$13.6K 0.01%
200
206
$13K 0.01%
320
207
$12.6K 0.01%
126
+106
208
$12.5K 0.01%
282
209
$12.3K 0.01%
2,500
210
$12.1K 0.01%
174
211
$11.6K 0.01%
663
212
$11.5K 0.01%
200
213
$11.4K 0.01%
118
214
$11.2K 0.01%
39
215
$11.1K 0.01%
640
216
$10.9K 0.01%
112
217
$10.7K 0.01%
+160
218
$10.6K 0.01%
221
219
$10.5K 0.01%
394
220
$10.4K 0.01%
200
221
$10.3K 0.01%
118
222
$10.3K 0.01%
500
223
$10K 0.01%
133
224
$9.97K 0.01%
33
225
$9.84K 0.01%
600