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
151
$227K 0.09%
+1,680
152
$227K 0.09%
+541
153
$222K 0.09%
+9,883
154
$215K 0.09%
+3,995
155
$214K 0.09%
+3,959
156
$213K 0.08%
+1,280
157
$212K 0.08%
+52,756
158
$210K 0.08%
+10,338
159
$209K 0.08%
+3,652
160
$207K 0.08%
+817
161
$206K 0.08%
+652
162
$203K 0.08%
+1,641
163
$203K 0.08%
+1,715
164
$195K 0.08%
+13,847
165
$175K 0.07%
+23,550
166
$159K 0.06%
+21,717
167
$131K 0.05%
+11,643
168
$113K 0.04%
+13,825