MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $246M
1-Year Est. Return 22.38%
This Quarter Est. Return
1 Year Est. Return
+22.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$199K
2
+$126K
3
+$107K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$102K
5
CRM icon
Salesforce
CRM
+$100K

Top Sells

1
+$173K
2
+$163K
3
+$93.7K
4
BAC icon
Bank of America
BAC
+$81.6K
5
TSLA icon
Tesla
TSLA
+$78.5K

Sector Composition

1 Technology 13.9%
2 Financials 6.55%
3 Consumer Discretionary 6.04%
4 Communication Services 5.11%
5 Industrials 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12.2K 0.01%
39
202
$11.7K 0.01%
663
203
$11.6K 0.01%
282
204
$11.5K 0.01%
118
205
$11.3K 0.01%
160
206
$11.1K 0.01%
118
207
$11K 0.01%
285
208
$10.8K 0.01%
118
209
$10.7K 0.01%
600
210
$10.6K 0.01%
221
211
$10.2K 0.01%
130
212
$10.1K 0.01%
+50
213
$10.1K 0.01%
33
214
$10K 0.01%
500
215
$9.99K 0.01%
195
+3
216
$9.93K 0.01%
+756
217
$9.83K 0.01%
160
218
$9.81K 0.01%
261
219
$9.56K 0.01%
+50
220
$9.47K 0.01%
500
221
$9.43K 0.01%
241
+2
222
$9.31K 0.01%
397
+62
223
$8.69K ﹤0.01%
500
224
$8.62K ﹤0.01%
150
225
$8.6K ﹤0.01%
300
7 8
9
10 11