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MWM
Manske Wealth Management Portfolio holdings
AUM
$357M
1-Year Est. Return
20.31%
This Fund
S&P 500
1 Year Est. Return
+20.31%
AUM
$357M
AUM Growth
+$18.6M
(+5.5%)
Holding
223
Top Buys
| 1 | +$4.1M | |
| 2 | +$2.34M | |
| 3 | +$1.51M | |
| 4 |
Invesco Preferred ETF
PGX
|
+$841K |
| 5 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$785K |
Top Sells
| 1 | +$843K | |
| 2 | +$357K | |
| 3 | +$331K | |
| 4 |
ExxonMobil
XOM
|
+$273K |
| 5 |
NXP Semiconductors
NXPI
|
+$247K |
Sector Composition
| 1 | Technology | 11.57% |
| 2 | Energy | 7.2% |
| 3 | Communication Services | 6.28% |
| 4 | Consumer Discretionary | 5.64% |
| 5 | Financials | 5.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
SLB Ltd
SLB
$71.4B
| $872K | 0.24% |
16,978
+1,536
|
|
||
77
Walmart Inc
WMT
$906B
| $840K | 0.24% |
6,758
+129
|
|
||
78
Marathon Petroleum
MPC
$82.8B
| $826K | 0.23% |
3,384
-239
|
|
||
79
Target
TGT
$61.4B
| $823K | 0.23% |
6,793
+1,323
|
|
||
80
Broadcom
AVGO
$1.9T
| $818K | 0.23% |
2,642
+253
|
|
||
81
IBM
IBM
$270B
| $808K | 0.23% |
3,334
-27
|
|
||
82
Altria Group
MO
$120B
| $804K | 0.23% |
12,179
|
|
||
83
Welltower
WELL
$163B
| $796K | 0.22% |
4,025
-125
|
|
||
84
International Paper
IP
$20.1B
| $795K | 0.22% |
22,255
-50
|
|
||
85
Plains All American Pipeline
PAA
$16.1B
| $781K | 0.22% |
34,977
-4,231
|
|
||
86
Wells Fargo
WFC
$267B
| $771K | 0.22% |
9,681
-200
|
|
||
87
Barclays
BCS
$92.7B
| $757K | 0.21% |
35,771
-103
|
|
||
88
Cisco
CSCO
$478B
| $757K | 0.21% |
9,754
-127
|
|
||
89
Devon Energy
DVN
$48.7B
| $750K | 0.21% |
14,899
-600
|
|
||
90
Simon Property Group
SPG
$70.9B
| $743K | 0.21% |
3,985
-17
|
|
||
91
Realty Income
O
$59B
| $696K | 0.19% |
11,368
-23
|
|
||
92
Mastercard
MA
$465B
| $691K | 0.19% |
1,382
+75
|
|
||
93
AB InBev
BUD
$154B
| $688K | 0.19% |
9,913
-147
|
|
||
94
Berkshire Hathaway Class B
BRK.B
$1.06T
| $688K | 0.19% |
1,435
+192
|
|
||
95
iShares Core S&P 500 ETF
IVV
$896B
| $687K | 0.19% |
1,051
-105
|
|
||
96
ARK Web x.0 ETF
ARKW
$1.72B
| $672K | 0.19% |
5,569
-123
|
|
||
97
Entergy
ETR
$53.7B
| $656K | 0.18% |
5,834
-98
|
|
||
98
Johnson & Johnson
JNJ
$619B
| $643K | 0.18% |
2,629
+171
|
|
||
|
NVO
99
Novo Nordisk
NVO
$219B
| $631K | 0.18% |
17,173
+12,293
|
|
||
100
Enbridge
ENB
$119B
| $628K | 0.18% |
11,608
-473
|
|