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
376
$27.7K 0.01%
+887
377
$27.5K 0.01%
+107
378
$27.4K 0.01%
+383
379
$27.2K 0.01%
+850
380
$27.1K 0.01%
+277
381
$26.9K 0.01%
+8,376
382
$26.9K 0.01%
+132
383
$26.7K 0.01%
+1,095
384
$26.6K 0.01%
+185
385
$26.1K 0.01%
+1,484
386
$25.8K 0.01%
+1,431
387
$25.6K 0.01%
+234
388
$25.6K 0.01%
+132
389
$25.3K 0.01%
+2,000
390
$25.3K 0.01%
+458
391
$25.2K 0.01%
+185
392
$25.1K 0.01%
+152
393
$25.1K 0.01%
+402
394
$25K ﹤0.01%
+411
395
$24.2K ﹤0.01%
+266
396
$24K ﹤0.01%
+702
397
$23.8K ﹤0.01%
+179
398
$23.8K ﹤0.01%
+332
399
$23.8K ﹤0.01%
+199
400
$23.6K ﹤0.01%
+3,716