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
426
$21.3K ﹤0.01%
+628
427
$21.3K ﹤0.01%
+52
428
$21.2K ﹤0.01%
+5,161
429
$21.2K ﹤0.01%
+4,880
430
$21.1K ﹤0.01%
+295
431
$21K ﹤0.01%
+590
432
$20.7K ﹤0.01%
+645
433
$20.6K ﹤0.01%
+100
434
$20.6K ﹤0.01%
+68
435
$20.5K ﹤0.01%
+240
436
$20.3K ﹤0.01%
+326
437
$20.2K ﹤0.01%
+1,246
438
$20.2K ﹤0.01%
+324
439
$20.2K ﹤0.01%
+738
440
$20K ﹤0.01%
+385
441
$20K ﹤0.01%
+875
442
$19.9K ﹤0.01%
+856
443
$19.9K ﹤0.01%
+777
444
$19.8K ﹤0.01%
+6,591
445
$19.7K ﹤0.01%
+550
446
$19.7K ﹤0.01%
+692
447
$19.6K ﹤0.01%
+321
448
$19.4K ﹤0.01%
+951
449
$19.4K ﹤0.01%
+353
450
$19.1K ﹤0.01%
+100
16 17
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