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
551
$6.57K ﹤0.01%
+293
552
$6.48K ﹤0.01%
+34
553
$6.47K ﹤0.01%
+126
554
$6.46K ﹤0.01%
+300
555
$6.44K ﹤0.01%
+1,800
556
$6.42K ﹤0.01%
+126
557
$6.39K ﹤0.01%
+116
558
$6.22K ﹤0.01%
+91
559
$6.06K ﹤0.01%
+82
560
$6.02K ﹤0.01%
+11,083
561
$5.93K ﹤0.01%
+147
562
$5.92K ﹤0.01%
+79
563
$5.84K ﹤0.01%
+316
564
$5.8K ﹤0.01%
+126
565
$5.79K ﹤0.01%
+195
566
$5.59K ﹤0.01%
+156
567
$5.59K ﹤0.01%
+78
568
$5.49K ﹤0.01%
+49
569
$5.42K ﹤0.01%
+61
570
$5.42K ﹤0.01%
+149
571
$5.28K ﹤0.01%
+49
572
$5.22K ﹤0.01%
+170
573
$5.19K ﹤0.01%
+222
574
$5.13K ﹤0.01%
+151
575
$5.1K ﹤0.01%
+153