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MWM
Manske Wealth Management Portfolio holdings
AUM
$403M
1-Year Est. Return
27.32%
This Fund
S&P 500
This Quarter
Est. Return
+0.11%
1 Year Est. Return
+27.32%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$252M
AUM Growth
–
Cap. Flow
+$254M
Cap. Flow
% of AUM
101.06%
Top 10 Holdings %
Top 10 Hldgs %
46.41%
Holding
168
New
168
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$35.4M |
| 2 |
Apple
AAPL
|
+$24.1M |
| 3 |
State Street Global Allocation ETF
GAL
|
+$11.3M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$9.28M |
| 5 |
Amazon
AMZN
|
+$7.72M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|
51
Intel
INTC
$466B
| $1.01M | 0.4% |
+50,168
| New | +$1.13M |
|
52
LyondellBasell Industries
LYB
$20.2B
| $976K | 0.39% |
+13,139
| New | +$1.1M |
|
53
Stellantis
STLA
$19.4B
| $947K | 0.38% |
+72,601
| New | +$963K |
|
54
Wells Fargo
WFC
$258B
| $940K | 0.37% |
+13,383
| New | +$914K |
|
55
Tesla
TSLA
$1.37T
| $940K | 0.37% |
+2,327
| New | +$749K |
|
56
Vornado Realty Trust
VNO
$7.27B
| $932K | 0.37% |
+22,172
| New | +$937K |
|
57
Gilead Sciences
GILD
$184B
| $921K | 0.37% |
+9,975
| New | +$898K |
|
58
IBM
IBM
$217B
| $866K | 0.34% |
+3,939
| New | +$877K |
|
59
SL Green Realty
SLG
$4.16B
| $860K | 0.34% |
+12,660
| New | +$936K |
|
60
BP
BP
$109B
| $842K | 0.33% |
+28,493
| New | +$856K |
|
61
Merck
MRK
$378B
| $798K | 0.32% |
+8,019
| New | +$827K |
|
62
T. Rowe Price
TROW
$24B
| $795K | 0.32% |
+7,031
| New | +$814K |
|
63
Welltower
WELL
$174B
| $770K | 0.31% |
+6,113
| New | +$802K |
|
64
Simon Property Group
SPG
$70.2B
| $769K | 0.31% |
+4,463
| New | +$783K |
|
65
Valero Energy
VLO
$100B
| $764K | 0.3% |
+6,230
| New | +$833K |
|
66
Barclays
BCS
$91.1B
| $764K | 0.3% |
+57,458
| New | +$744K |
|
67
Eversource Energy
ES
$27B
| $760K | 0.3% |
+13,225
| New | +$824K |
|
68
Mastercard
MA
$524B
| $749K | 0.3% |
+1,423
| New | +$737K |
|
69
Philip Morris
PM
$303B
| $747K | 0.3% |
+6,206
| New | +$783K |
|
70
Enterprise Products Partners
EPD
$84.5B
| $737K | 0.29% |
+23,513
| New | +$722K |
|
71
ARK Web x.0 ETF
ARKW
$1.83B
| $732K | 0.29% |
+6,776
| New | +$680K |
|
72
Plains All American Pipeline
PAA
$18.1B
| $715K | 0.28% |
+41,891
| New | +$729K |
|
|
WBA
73
DELISTED
Walgreens Boots Alliance
WBA
| $692K | 0.27% |
+74,155
| New | +$689K |
|
74
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$430M
| $687K | 0.27% |
+29,334
| New | +$726K |
|
75
Kraft Heinz
KHC
$29.4B
| $686K | 0.27% |
+22,353
| New | +$733K |
|
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Manske Wealth Management's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Manske Wealth Management, which disclosed 168 positions worth $252M. Its ten largest holdings account for 46% of the portfolio.
Its largest position is Vanguard Morningstar Total Stock Market ETF: 121,251 shares worth $35.1M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, followed by Consumer Discretionary and Financials.
- Manske Wealth Management's largest Q4 2024 buy was Vanguard Morningstar Total Stock Market ETF: 121,251 shares worth $35.1M.
- Manske Wealth Management's ten largest holdings make up 46% of its $252M portfolio in Q4 2024.
- Manske Wealth Management disclosed 168 positions in Q4 2024, its first 13F filing on record.
Based on Manske Wealth Management's 13F filing for Q4 2024, filed 12 Nov 2025.