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
51
$1.01M 0.4%
+50,168
52
$976K 0.39%
+13,139
53
$947K 0.38%
+72,601
54
$940K 0.37%
+13,383
55
$940K 0.37%
+2,327
56
$932K 0.37%
+22,172
57
$921K 0.37%
+9,975
58
$866K 0.34%
+3,939
59
$860K 0.34%
+12,660
60
$842K 0.33%
+28,493
61
$798K 0.32%
+8,019
62
$795K 0.32%
+7,031
63
$770K 0.31%
+6,113
64
$769K 0.31%
+4,463
65
$764K 0.3%
+6,230
66
$764K 0.3%
+57,458
67
$760K 0.3%
+13,225
68
$749K 0.3%
+1,423
69
$747K 0.3%
+6,206
70
$737K 0.29%
+23,513
71
$732K 0.29%
+6,776
72
$715K 0.28%
+41,891
73
$692K 0.27%
+74,155
74
$687K 0.27%
+29,334
75
$686K 0.27%
+22,353
1 2
3
4 5