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MAWCM

Mine & Arao Wealth Creation & Management Portfolio holdings

AUM $238M
1-Year Est. Return 22.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$1.57M
3
+$371K
4
LRCX icon
Lam Research
LRCX
+$345K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$296K

Top Sells

1
+$1.31M
2
+$242K
3
+$94.7K
4
APRN
Blue Apron Holdings, Inc. Class A Common Stock
APRN
+$72K
5
UVXY icon
ProShares Ultra VIX Short-Term Futures ETF
UVXY
+$60K

Sector Composition

1 Technology 10.54%
2 Consumer Discretionary 6.58%
3 Financials 5.18%
4 Communication Services 5.06%
5 Consumer Staples 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.9M 18.81%
82,270
-4,821
2
$17.4M 14.31%
51,917
+28
3
$13.4M 11.05%
48,393
+95
4
$9.33M 7.68%
80,587
+14,379
5
$7.29M 6%
46,280
+400
6
$5.55M 4.57%
62,890
+33,179
7
$2.5M 2.05%
30,630
-318
8
$2.46M 2.02%
33,460
+1,000
9
$2.06M 1.7%
40,394
+444
10
$1.89M 1.56%
9,462
-474
11
$1.78M 1.47%
39,215
+2,245
12
$1.38M 1.13%
27,342
+486
13
$1.25M 1.03%
17,875
+749
14
$1.05M 0.87%
14,360
-60
15
$968K 0.8%
26,110
-6,460
16
$944K 0.78%
9,807
+864
17
$913K 0.75%
6,571
+13
18
$906K 0.75%
10,870
+522
19
$893K 0.73%
2,641
+12
20
$874K 0.72%
9,461
+3,135
21
$858K 0.71%
4,029
+8
22
$824K 0.68%
15,992
+122
23
$806K 0.66%
3,831
+22
24
$766K 0.63%
6,057
+263
25
$745K 0.61%
31,672
-2,081
1
2 3 4 5