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
$265M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$2.11M
3
+$840K
4
LYB icon
LyondellBasell Industries
LYB
+$647K
5
USB icon
US Bancorp
USB
+$629K

Top Sells

1
+$486K
2
+$309K
3
+$245K
4
INTC icon
Intel
INTC
+$238K
5
TGT icon
Target
TGT
+$227K

Sector Composition

1 Technology 12.65%
2 Energy 6.33%
3 Consumer Discretionary 6.19%
4 Communication Services 5.8%
5 Financials 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.43%
27,211
+14,901
52
$1.07M 0.41%
9,586
-389
53
$1.03M 0.39%
91,812
+19,211
54
$1.03M 0.39%
6,472
+266
55
$966K 0.37%
28,598
+105
56
$952K 0.36%
3,829
-110
57
$945K 0.36%
27,668
+4,155
58
$904K 0.34%
16,056
-1,359
59
$901K 0.34%
39,671
-10,497
60
$848K 0.32%
90,477
+14,417
61
$847K 0.32%
6,412
+182
62
$840K 0.32%
+13,849
63
$840K 0.32%
13,521
+296
64
$830K 0.31%
11,561
-1,822
65
$823K 0.31%
41,132
-759
66
$812K 0.31%
12,742
+1,191
67
$804K 0.3%
1,466
+43
68
$783K 0.3%
25,738
+3,385
69
$776K 0.29%
77,328
+24,148
70
$772K 0.29%
50,272
-7,186
71
$754K 0.29%
31,062
+1,728
72
$751K 0.28%
20,314
-1,858
73
$737K 0.28%
8,212
+193
74
$720K 0.27%
19,517
+9,983
75
$716K 0.27%
11,933
-249
1 2
3
4 5