MWM

Manske Wealth Management Portfolio holdings

AUM $326M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$25.6M
3
+$11M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.84M
5
AMZN icon
Amazon
AMZN
+$8.28M

Top Sells

No sells this quarter

Sector Composition

1 Technology 14.62%
2 Consumer Discretionary 6.18%
3 Financials 5.75%
4 Communication Services 5.72%
5 Energy 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 0.82%
+69,145
27
$2M 0.79%
+46,012
28
$2M 0.79%
+3,906
29
$1.72M 0.68%
+33,265
30
$1.7M 0.68%
+86,238
31
$1.66M 0.66%
+2,836
32
$1.65M 0.66%
+60,390
33
$1.63M 0.65%
+9,308
34
$1.44M 0.57%
+26,838
35
$1.43M 0.57%
+72,968
36
$1.35M 0.54%
+17,329
37
$1.33M 0.53%
+29,641
38
$1.33M 0.53%
+51,971
39
$1.32M 0.52%
+9,105
40
$1.31M 0.52%
+49,489
41
$1.29M 0.51%
+38,160
42
$1.26M 0.5%
+21,464
43
$1.26M 0.5%
+23,127
44
$1.25M 0.5%
+9,300
45
$1.24M 0.49%
+21,886
46
$1.2M 0.48%
+3,076
47
$1.16M 0.46%
+4,848
48
$1.15M 0.46%
+18,301
49
$1.11M 0.44%
+69,712
50
$1.1M 0.44%
+17,415
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2
3 4 5