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
$202M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$610K
2
+$560K
3
+$552K
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$167K
5
CSCO icon
Cisco
CSCO
+$144K

Top Sells

1
+$415K
2
+$201K
3
+$73.9K
4
ORCL icon
Oracle
ORCL
+$60.9K
5
IYG icon
iShares US Financial Services ETF
IYG
+$54.4K

Sector Composition

1 Technology 13.64%
2 Financials 6.84%
3 Consumer Discretionary 6.46%
4 Communication Services 5.27%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12.5K 0.01%
200
202
$12.4K 0.01%
127
203
$12.2K 0.01%
285
204
$12.2K 0.01%
663
205
$11.9K 0.01%
160
206
$11.4K 0.01%
608
-148
207
$11K 0.01%
50
208
$10.8K 0.01%
118
209
$10.8K 0.01%
130
210
$10.8K 0.01%
118
211
$10.7K 0.01%
160
212
$10.6K 0.01%
34
213
$10.5K 0.01%
221
214
$10.5K 0.01%
500
215
$10K 0.01%
196
+1
216
$9.96K ﹤0.01%
241
217
$9.57K ﹤0.01%
33
218
$8.85K ﹤0.01%
2,500
219
$8.74K ﹤0.01%
300
220
$8.72K ﹤0.01%
150
221
$8.67K ﹤0.01%
168
222
$8.63K ﹤0.01%
229
223
$8.57K ﹤0.01%
500
224
$8.47K ﹤0.01%
600
225
$8.42K ﹤0.01%
50
7 8
9
10 11