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
276
$54.5K 0.01%
+275
277
$54.4K 0.01%
+315
278
$54.4K 0.01%
+1,481
279
$54.2K 0.01%
+273
280
$54.1K 0.01%
+246
281
$53.2K 0.01%
+1,903
282
$53K 0.01%
+863
283
$52.8K 0.01%
+627
284
$51.6K 0.01%
+271
285
$51.5K 0.01%
+3,947
286
$50.9K 0.01%
+368
287
$50.6K 0.01%
+1,780
288
$50.2K 0.01%
+235
289
$49.5K 0.01%
+443
290
$49.4K 0.01%
+347
291
$48.9K 0.01%
+145
292
$48.3K 0.01%
+904
293
$47.7K 0.01%
+1,011
294
$47.2K 0.01%
+212
295
$46.7K 0.01%
+640
296
$46.4K 0.01%
+354
297
$46.2K 0.01%
+1,558
298
$45.8K 0.01%
+494
299
$44.9K 0.01%
+2,615
300
$44.7K 0.01%
+3,361
10 11
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