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
251
$67K 0.01%
+499
252
$66.6K 0.01%
+618
253
$66K 0.01%
+610
254
$65.7K 0.01%
+645
255
$64.5K 0.01%
+2,616
256
$63.4K 0.01%
+380
257
$63.3K 0.01%
+1,711
258
$63.2K 0.01%
+1,076
259
$62.6K 0.01%
+3,528
260
$62.2K 0.01%
+689
261
$62.1K 0.01%
+266
262
$62K 0.01%
+656
263
$61.2K 0.01%
+860
264
$61K 0.01%
+362
265
$60.4K 0.01%
+194
266
$59.5K 0.01%
+677
267
$59.4K 0.01%
+589
268
$58.8K 0.01%
+115
269
$58.5K 0.01%
+1,678
270
$56.6K 0.01%
+3,297
271
$56.6K 0.01%
+466
272
$56K 0.01%
+1,010
273
$55.4K 0.01%
+374
274
$55K 0.01%
+1,057
275
$54.5K 0.01%
+535