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
26
$1.82M 0.36%
7,673
+10
27
$1.79M 0.35%
+69,079
28
$1.78M 0.35%
12,159
+518
29
$1.76M 0.35%
9,760
-270
30
$1.61M 0.32%
22,903
-2,929
31
$1.46M 0.29%
19,440
-365
32
$1.45M 0.29%
58,526
+9,117
33
$1.4M 0.28%
9,046
+390
34
$1.38M 0.27%
27,880
+360
35
$1.36M 0.27%
2,851
-426
36
$1.35M 0.27%
5,450
+206
37
$1.35M 0.27%
8,346
+56
38
$1.33M 0.26%
55,670
+6,849
39
$1.31M 0.26%
7,717
+420
40
$1.3M 0.26%
8,559
+453
41
$1.27M 0.25%
8,510
+491
42
$1.26M 0.25%
8,052
+460
43
$1.26M 0.25%
14,950
+57
44
$1.24M 0.25%
4,185
+191
45
$1.22M 0.24%
12,178
+499
46
$1.21M 0.24%
+14,890
47
$1.2M 0.24%
11,041
+273
48
$1.19M 0.23%
46,794
-2,748
49
$1.17M 0.23%
4,671
-361
50
$1.12M 0.22%
3,244
+234
1
2
3 4 5