MWM
Manske Wealth Management Portfolio holdings
AUM
$326M
1-Year Est. Return
14.41%
1 Year Est. Return
+14.41%
AUM
$326M
AUM Growth
+$23.8M
(+7.9%)
Holding
209
Top Buys
| 1 | +$867K | |
| 2 | +$717K | |
| 3 | +$545K | |
| 4 |
LyondellBasell Industries
LYB
|
+$543K |
| 5 |
Invesco Preferred ETF
PGX
|
+$466K |
Top Sells
| 1 | +$733K | |
| 2 | +$655K | |
| 3 | +$591K | |
| 4 |
Crown Castle
CCI
|
+$519K |
| 5 |
State Street Global Allocation ETF
GAL
|
+$307K |
Sector Composition
| 1 | Technology | 12.79% |
| 2 | Consumer Discretionary | 6.25% |
| 3 | Communication Services | 6.12% |
| 4 | Energy | 5.71% |
| 5 | Financials | 5.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.51B
| $133K | 0.04% |
11,643
|
|
||
202
Liberty All-Star Equity Fund
USA
$1.88B
| $117K | 0.04% |
18,519
|
|
||
203
CareCloud
CCLD
$129M
| $73.2K | 0.02% |
22,803
|
|
||
|
WBA
204
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-57,070
|
|
||
205
Banco Santander
SAN
$174B
| – | – |
-10,223
|
|
||
206
Honda
HMC
$39.8B
| – | – |
-7,197
|
|
||
|
HBI
207
DELISTED
Hanesbrands
HBI
| – | – |
-13,625
|
|
||
208
Costco
COST
$411B
| – | – |
-215
|
|
||
209
Cigna
CI
$74.5B
| – | – |
-625
|
|