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
$609M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.39M
3
+$1.26M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.11M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.07M

Top Sells

1
+$2.8M
2
+$2.48M
3
+$412K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$363K
5
NOW icon
ServiceNow
NOW
+$332K

Sector Composition

1 Technology 4.02%
2 Financials 2.71%
3 Healthcare 1.82%
4 Consumer Staples 1.55%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.37M 0.39%
4,118
+363
27
$2.31M 0.38%
11,044
+818
28
$2.27M 0.37%
21,666
-964
29
$2.25M 0.37%
11,825
+889
30
$2.14M 0.35%
7,803
+6
31
$2.12M 0.35%
83,092
+925
32
$1.92M 0.31%
3,415
+494
33
$1.91M 0.31%
15,670
34
$1.89M 0.31%
13,922
-100
35
$1.85M 0.3%
21,126
+2,033
36
$1.84M 0.3%
15,442
+2,289
37
$1.69M 0.28%
4,606
+391
38
$1.66M 0.27%
62,070
-991
39
$1.65M 0.27%
68,325
-935
40
$1.64M 0.27%
9,871
+4,218
41
$1.57M 0.26%
8,432
-7
42
$1.56M 0.26%
31,358
-4,761
43
$1.53M 0.25%
16,507
-323
44
$1.51M 0.25%
59,698
+10,530
45
$1.49M 0.24%
18,578
+1,709
46
$1.42M 0.23%
2,660
47
$1.39M 0.23%
+27,245
48
$1.37M 0.22%
22,193
+3,235
49
$1.35M 0.22%
15,063
+4,110
50
$1.31M 0.21%
3,968
+341
1
2
3 4 5