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
351
$30.8K 0.01%
+366
352
$30.7K 0.01%
+1,147
353
$30.6K 0.01%
+621
354
$30.4K 0.01%
+155
355
$30.4K 0.01%
+223
356
$30.4K 0.01%
+2,941
357
$29.9K 0.01%
+1,851
358
$29.8K 0.01%
+1,073
359
$29.7K 0.01%
+817
360
$29.6K 0.01%
+443
361
$29.5K 0.01%
+420
362
$29.3K 0.01%
+213
363
$29.3K 0.01%
+147
364
$29.1K 0.01%
+490
365
$29K 0.01%
+150
366
$28.9K 0.01%
+504
367
$28.8K 0.01%
+435
368
$28.8K 0.01%
+175
369
$28.7K 0.01%
+1,154
370
$28.6K 0.01%
+464
371
$28.6K 0.01%
+414
372
$28.5K 0.01%
+220
373
$28.1K 0.01%
+267
374
$28K 0.01%
+453
375
$27.7K 0.01%
+595