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
476
$15.2K ﹤0.01%
+428
477
$15.2K ﹤0.01%
+635
478
$15.2K ﹤0.01%
+264
479
$15K ﹤0.01%
+27
480
$14.8K ﹤0.01%
+1,192
481
$14.8K ﹤0.01%
+231
482
$14.4K ﹤0.01%
+59
483
$14.4K ﹤0.01%
+444
484
$14.3K ﹤0.01%
+1,169
485
$14.2K ﹤0.01%
+600
486
$14.1K ﹤0.01%
+216
487
$13.7K ﹤0.01%
+503
488
$13.6K ﹤0.01%
+385
489
$13.6K ﹤0.01%
+871
490
$13.2K ﹤0.01%
+60
491
$13.2K ﹤0.01%
+1,948
492
$13.1K ﹤0.01%
+474
493
$12.9K ﹤0.01%
+100
494
$12.8K ﹤0.01%
+254
495
$12.8K ﹤0.01%
+1,129
496
$12.6K ﹤0.01%
+264
497
$12.5K ﹤0.01%
+675
498
$12.2K ﹤0.01%
+57
499
$12.1K ﹤0.01%
+69
500
$12K ﹤0.01%
294
+22
18 19
20
21 22