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
526
$8.72K ﹤0.01%
+664
527
$8.23K ﹤0.01%
+96
528
$8.2K ﹤0.01%
+594
529
$8.13K ﹤0.01%
+233
530
$8.12K ﹤0.01%
+134
531
$8.1K ﹤0.01%
+207
532
$8K ﹤0.01%
+193
533
$8K ﹤0.01%
+30
534
$7.86K ﹤0.01%
+18
535
$7.85K ﹤0.01%
+214
536
$7.8K ﹤0.01%
+125
537
$7.79K ﹤0.01%
+384
538
$7.53K ﹤0.01%
+52
539
$7.5K ﹤0.01%
+255
540
$7.45K ﹤0.01%
+190
541
$7.26K ﹤0.01%
+220
542
$7.2K ﹤0.01%
+100
543
$7.18K ﹤0.01%
+244
544
$7.16K ﹤0.01%
+72
545
$7.1K ﹤0.01%
+85
546
$7.04K ﹤0.01%
+206
547
$7K ﹤0.01%
+74
548
$6.71K ﹤0.01%
+27
549
$6.63K ﹤0.01%
+216
550
$6.61K ﹤0.01%
+50
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