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MWM

Manske Wealth Management Portfolio holdings

AUM $357M
1-Year Est. Return 20.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$357M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$2.34M
3
+$1.51M
4
PGX icon
Invesco Preferred ETF
PGX
+$841K
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$785K

Top Sells

1
+$843K
2
+$357K
3
+$331K
4
XOM icon
ExxonMobil
XOM
+$273K
5
NXPI icon
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
LOW icon
201
Lowe's Companies
LOW
$119B
$207K 0.06%
+877
CUK
202
DELISTED
Carnival PLC
CUK
$206K 0.06%
8,000
-400
SWKS icon
203
Skyworks Solutions
SWKS
$9.08B
$206K 0.06%
3,842
-200
IJR icon
204
iShares Core S&P Small-Cap ETF
IJR
$109B
$203K 0.06%
+1,637
HYS icon
205
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.72B
$202K 0.06%
2,171
EMR icon
206
Emerson Electric
EMR
$77.8B
$202K 0.06%
1,539
-410
VWOB icon
207
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.08B
$201K 0.06%
3,057
PK icon
208
Park Hotels & Resorts
PK
$2.85B
$187K 0.05%
17,725
+1,347
FT
209
Franklin Universal Trust
FT
$202M
$144K 0.04%
17,932
NEA icon
210
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.46B
$131K 0.04%
11,638
+1,434
USA icon
211
Liberty All-Star Equity Fund
USA
$1.83B
$103K 0.03%
18,519
GRFS
212
Grifois
GRFS
$4.95B
$92.6K 0.03%
11,548
PSKY
213
Paramount Skydance Corp
PSKY
$10.5B
$91.5K 0.03%
10,145
-328
CCLD icon
214
CareCloud
CCLD
$99.9M
$83.2K 0.02%
22,803
BTBT icon
215
Bit Digital
BTBT
$597M
$15.7K ﹤0.01%
+12,000
CCI icon
216
Crown Castle
CCI
$34.8B
– –
-4,017
DAL icon
217
Delta Air Lines
DAL
$57.4B
– –
-2,950
IVZ icon
218
Invesco
IVZ
$12.8B
– –
-8,716
NXPI icon
219
NXP Semiconductors
NXPI
$73.8B
– –
-1,139
TEF
220
DELISTED
Telefonica
TEF
– –
-48,341
TMO icon
221
Thermo Fisher Scientific
TMO
$196B
– –
-368
TPR icon
222
Tapestry
TPR
$28.4B
– –
-1,800
VOT icon
223
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
– –
-743
5 6 7 8
9