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
451
$18.8K ﹤0.01%
+909
452
$18.5K ﹤0.01%
+96
453
$18.4K ﹤0.01%
+864
454
$18.2K ﹤0.01%
+372
455
$18.1K ﹤0.01%
+118
456
$18.1K ﹤0.01%
+670
457
$18.1K ﹤0.01%
+282
458
$17.7K ﹤0.01%
+1,272
459
$17.7K ﹤0.01%
+282
460
$17.7K ﹤0.01%
+340
461
$17.6K ﹤0.01%
+301
462
$17.3K ﹤0.01%
+731
463
$17K ﹤0.01%
+7,434
464
$16.6K ﹤0.01%
+3,195
465
$16.6K ﹤0.01%
+881
466
$16.4K ﹤0.01%
+1,774
467
$16.3K ﹤0.01%
+1,700
468
$16.3K ﹤0.01%
+386
469
$16.2K ﹤0.01%
+479
470
$16.1K ﹤0.01%
+321
471
$15.6K ﹤0.01%
+115
472
$15.5K ﹤0.01%
+254
473
$15.4K ﹤0.01%
+394
474
$15.3K ﹤0.01%
+51
475
$15.3K ﹤0.01%
+250