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
101
$541K 0.2%
15,164
+2
102
$541K 0.2%
6,324
+70
103
$517K 0.2%
1,480
+450
104
$503K 0.19%
+12,603
105
$489K 0.18%
2,870
+307
106
$478K 0.18%
897
107
$469K 0.18%
3,033
+852
108
$469K 0.18%
7,868
+947
109
$468K 0.18%
4,776
+148
110
$452K 0.17%
2,330
111
$447K 0.17%
776
+105
112
$434K 0.16%
4,720
-230
113
$432K 0.16%
4,766
+104
114
$431K 0.16%
4,103
+190
115
$416K 0.16%
2,974
-754
116
$411K 0.16%
5,970
-323
117
$396K 0.15%
1,890
+121
118
$391K 0.15%
2,952
+840
119
$389K 0.15%
18,320
+104
120
$371K 0.14%
14,800
-1,000
121
$370K 0.14%
1,186
122
$367K 0.14%
2,042
+167
123
$365K 0.14%
2,202
+153
124
$364K 0.14%
2,304
125
$364K 0.14%
2,174
+639
3 4
5
6 7