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
326
$35.8K 0.01%
+433
327
$35.8K 0.01%
+560
328
$35.7K 0.01%
+1,346
329
$35.5K 0.01%
+114
330
$35.3K 0.01%
+1,068
331
$34.9K 0.01%
+213
332
$34.9K 0.01%
+30
333
$34.9K 0.01%
+430
334
$34.8K 0.01%
+612
335
$34.8K 0.01%
+305
336
$34.2K 0.01%
+468
337
$34.1K 0.01%
+428
338
$33.7K 0.01%
+1,330
339
$33.6K 0.01%
+858
340
$33.6K 0.01%
+1,748
341
$33.3K 0.01%
+378
342
$33.1K 0.01%
+181
343
$33K 0.01%
+691
344
$32.9K 0.01%
+160
345
$32.9K 0.01%
+213
346
$32.8K 0.01%
+107
347
$32K 0.01%
+347
348
$32K 0.01%
+538
349
$31.2K 0.01%
+600
350
$31.1K 0.01%
+4,331