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
301
$44.7K 0.01%
+565
302
$44.7K 0.01%
+54
303
$44K 0.01%
+123
304
$42.8K 0.01%
+593
305
$42.1K 0.01%
+2,323
306
$41.1K 0.01%
+1,082
307
$40.7K 0.01%
+1,052
308
$40.7K 0.01%
+320
309
$40.4K 0.01%
+4,191
310
$39.7K 0.01%
+236
311
$39.6K 0.01%
+808
312
$39.5K 0.01%
+535
313
$39.3K 0.01%
+189
314
$39.3K 0.01%
+519
315
$38.8K 0.01%
+913
316
$38.6K 0.01%
+511
317
$38.3K 0.01%
+884
318
$37.7K 0.01%
+619
319
$37.7K 0.01%
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320
$37.5K 0.01%
+340
321
$36.9K 0.01%
+834
322
$36.6K 0.01%
+201
323
$36.4K 0.01%
+303
324
$36K 0.01%
+131
325
$36K 0.01%
+141