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
101
$430K 0.17%
+2,563
102
$427K 0.17%
+18,216
103
$427K 0.17%
+2,304
104
$422K 0.17%
+4,628
105
$421K 0.17%
+716
106
$417K 0.17%
+1,186
107
$416K 0.17%
+9,599
108
$415K 0.17%
+4,662
109
$413K 0.16%
+2,181
110
$409K 0.16%
+1,293
111
$407K 0.16%
+4,950
112
$407K 0.16%
+897
113
$393K 0.16%
+671
114
$392K 0.16%
+6,921
115
$388K 0.15%
+3,913
116
$387K 0.15%
+7,729
117
$371K 0.15%
+6,293
118
$358K 0.14%
+9,534
119
$356K 0.14%
+1,535
120
$352K 0.14%
+1,875
121
$350K 0.14%
+1,030
122
$343K 0.14%
+3,868
123
$342K 0.14%
+705
124
$332K 0.13%
+1,722
125
$331K 0.13%
+10,397
3 4
5
6 7