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
126
$357K 0.14%
+4,064
127
$347K 0.13%
3,499
+1,125
128
$330K 0.12%
8,009
-1,590
129
$326K 0.12%
16,110
-139
130
$317K 0.12%
335
+27
131
$315K 0.12%
5,263
132
$313K 0.12%
10,921
+524
133
$311K 0.12%
4,340
+440
134
$311K 0.12%
8,605
-20
135
$310K 0.12%
6,728
+2
136
$306K 0.12%
5,416
137
$303K 0.11%
679
-26
138
$301K 0.11%
2,434
+14
139
$295K 0.11%
14,901
140
$294K 0.11%
4,603
+40
141
$293K 0.11%
5,108
-1,270
142
$292K 0.11%
10,961
+92
143
$292K 0.11%
433
144
$287K 0.11%
5,118
+1
145
$286K 0.11%
1,625
-97
146
$280K 0.11%
1,149
+3
147
$276K 0.1%
600
148
$274K 0.1%
2,248
+102
149
$272K 0.1%
2,460
-127
150
$272K 0.1%
1,942
+662
4 5
6
7 8