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
126
$329K 0.13%
+16,249
127
$322K 0.13%
+1,146
128
$317K 0.13%
+5,416
129
$316K 0.13%
+308
130
$315K 0.13%
+6,378
131
$314K 0.12%
+1,769
132
$305K 0.12%
+16,715
133
$302K 0.12%
+10,869
134
$296K 0.12%
+2,049
135
$280K 0.11%
+5,263
136
$280K 0.11%
+8,625
137
$276K 0.11%
+2,420
138
$276K 0.11%
+14,901
139
$276K 0.11%
+5,117
140
$262K 0.1%
+4,563
141
$253K 0.1%
+6,726
142
$252K 0.1%
+600
143
$249K 0.1%
+1,637
144
$247K 0.1%
+433
145
$244K 0.1%
+2,112
146
$243K 0.1%
+3,900
147
$238K 0.09%
+2,374
148
$238K 0.09%
+7,694
149
$231K 0.09%
+2,146
150
$231K 0.09%
+2,587
3 4 5
6
7