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
501
$11.9K ﹤0.01%
+133
502
$11.6K ﹤0.01%
+61
503
$11.5K ﹤0.01%
+125
504
$11.5K ﹤0.01%
+618
505
$11.4K ﹤0.01%
+250
506
$11.3K ﹤0.01%
+96
507
$11.2K ﹤0.01%
+79
508
$11.1K ﹤0.01%
+150
509
$11.1K ﹤0.01%
+424
510
$11.1K ﹤0.01%
+29
511
$11.1K ﹤0.01%
+94
512
$10.9K ﹤0.01%
+205
513
$10.7K ﹤0.01%
+138
514
$10.5K ﹤0.01%
+80
515
$10.4K ﹤0.01%
+100
516
$9.98K ﹤0.01%
+431
517
$9.73K ﹤0.01%
+795
518
$9.69K ﹤0.01%
+267
519
$9.6K ﹤0.01%
+105
520
$9.32K ﹤0.01%
+227
521
$9.15K ﹤0.01%
+52
522
$9.14K ﹤0.01%
+248
523
$9.05K ﹤0.01%
+490
524
$8.8K ﹤0.01%
+355
525
$8.77K ﹤0.01%
+108