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
76
$683K 0.27%
+7,555
77
$679K 0.27%
+5,388
78
$667K 0.26%
+11,551
79
$646K 0.26%
+76,060
80
$643K 0.26%
+3,728
81
$637K 0.25%
+12,182
82
$621K 0.25%
+12,728
83
$606K 0.24%
+1,125
84
$602K 0.24%
+4,597
85
$595K 0.24%
+11,141
86
$589K 0.23%
+12,310
87
$583K 0.23%
+4,916
88
$575K 0.23%
+8,000
89
$552K 0.22%
+6,817
90
$546K 0.22%
+15,162
91
$542K 0.22%
+3,888
92
$526K 0.21%
+53,180
93
$521K 0.21%
+8,802
94
$517K 0.21%
+14,794
95
$513K 0.2%
+10,641
96
$491K 0.2%
+11,578
97
$474K 0.19%
+6,254
98
$462K 0.18%
+5,850
99
$456K 0.18%
+2,330
100
$440K 0.17%
+15,800
2 3
4
5 6