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
151
$261K 0.1%
8,486
+792
152
$260K 0.1%
1,736
+99
153
$259K 0.1%
+784
154
$256K 0.1%
+4,281
155
$253K 0.1%
3,918
+50
156
$243K 0.09%
3,990
+338
157
$242K 0.09%
520
-21
158
$241K 0.09%
51,646
-1,110
159
$234K 0.09%
14,064
-2,651
160
$229K 0.09%
1,665
-50
161
$224K 0.08%
+8,238
162
$223K 0.08%
3,736
-223
163
$222K 0.08%
+8,746
164
$220K 0.08%
2,006
+365
165
$214K 0.08%
+5,127
166
$208K 0.08%
+1,784
167
$206K 0.08%
+625
168
$205K 0.08%
+5,875
169
$201K 0.08%
+1,006
170
$201K 0.08%
+644
171
$201K 0.08%
10,438
+100
172
$156K 0.06%
14,647
+800
173
$155K 0.06%
20,618
-1,099
174
$130K 0.05%
11,643
175
$121K 0.05%
+18,519
4 5 6
7
8