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
76
$711K 0.27%
4,641
-1,472
77
$671K 0.25%
60,092
-14,063
78
$668K 0.25%
11,573
-1,087
79
$664K 0.25%
6,037
+649
80
$657K 0.25%
13,544
+816
81
$657K 0.25%
7,154
+123
82
$650K 0.25%
11,200
+59
83
$642K 0.24%
10,426
+2,697
84
$641K 0.24%
3,857
-606
85
$638K 0.24%
1,135
+419
86
$635K 0.24%
4,467
-130
87
$629K 0.24%
7,170
-385
88
$613K 0.23%
2,365
+38
89
$612K 0.23%
11,028
+387
90
$608K 0.23%
6,426
-350
91
$596K 0.23%
1,160
+35
92
$589K 0.22%
9,551
+749
93
$567K 0.21%
14,776
-18
94
$566K 0.21%
5,925
+75
95
$564K 0.21%
12,734
+1,156
96
$561K 0.21%
7,636
-364
97
$559K 0.21%
5,004
+88
98
$558K 0.21%
3,833
-55
99
$555K 0.21%
1,584
+291
100
$555K 0.21%
6,727
-90
2 3
4
5 6