MSWM

McGlone Suttner Wealth Management Portfolio holdings

AUM $715M
1-Year Est. Return 11.92%
This Quarter Est. Return
1 Year Est. Return
+11.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
+$74.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
855
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$1.79M
3
+$1.56M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.42M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.21M

Top Sells

1
+$5.79M
2
+$1.11M
3
+$430K
4
KMB icon
Kimberly-Clark
KMB
+$376K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$206K

Sector Composition

1 Technology 4.15%
2 Financials 2.17%
3 Healthcare 1.78%
4 Consumer Staples 1.58%
5 Industrials 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$83.6K 0.02%
+4,723
227
$83.6K 0.02%
+3,502
228
$81.8K 0.02%
+8,677
229
$81.7K 0.02%
+2,212
230
$79.5K 0.02%
+199
231
$77.9K 0.02%
+5,273
232
$77.7K 0.02%
+639
233
$77.7K 0.02%
+3,217
234
$77.3K 0.02%
+805
235
$77K 0.02%
+793
236
$76.9K 0.02%
+1,091
237
$76.6K 0.02%
+775
238
$76.3K 0.02%
13,449
+67
239
$75.6K 0.01%
+696
240
$75K 0.01%
+1,821
241
$74.8K 0.01%
+155
242
$74.6K 0.01%
+306
243
$73.5K 0.01%
+509
244
$73.1K 0.01%
+281
245
$71.8K 0.01%
+449
246
$71.2K 0.01%
+729
247
$70.4K 0.01%
+1,466
248
$69.6K 0.01%
+2,642
249
$69.4K 0.01%
+1,788
250
$67.1K 0.01%
+1,881
8 9
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