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
176
$121K 0.05%
16,950
-6,600
177
$74.6K 0.03%
12,925
-900
178
$68.5K 0.03%
+10,223
179
$32.8K 0.01%
+23,595
180
– –
-817
181
– –
-1,680
182
– –
-652
183
– –
-9,883
184
– –
-3,995
4 5 6 7
8