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
401
$23.5K ﹤0.01%
+517
402
$23.4K ﹤0.01%
+1,012
403
$23.2K ﹤0.01%
+690
404
$23.2K ﹤0.01%
+173
405
$23.2K ﹤0.01%
+307
406
$23K ﹤0.01%
+2,233
407
$22.9K ﹤0.01%
+291
408
$22.7K ﹤0.01%
+637
409
$22.7K ﹤0.01%
+439
410
$22.7K ﹤0.01%
+751
411
$22.4K ﹤0.01%
+1,154
412
$22.3K ﹤0.01%
+1,500
413
$22.2K ﹤0.01%
+615
414
$22.2K ﹤0.01%
+3,675
415
$22.2K ﹤0.01%
+626
416
$22.1K ﹤0.01%
+535
417
$22K ﹤0.01%
+48
418
$21.9K ﹤0.01%
+261
419
$21.8K ﹤0.01%
+168
420
$21.6K ﹤0.01%
+241
421
$21.6K ﹤0.01%
+551
422
$21.5K ﹤0.01%
+893
423
$21.4K ﹤0.01%
+2,992
424
$21.3K ﹤0.01%
+183
425
$21.3K ﹤0.01%
+574