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
576
$5.07K ﹤0.01%
+87
577
$5.04K ﹤0.01%
+68
578
$5.01K ﹤0.01%
+191
579
$4.99K ﹤0.01%
+348
580
$4.89K ﹤0.01%
+300
581
$4.86K ﹤0.01%
+53
582
$4.83K ﹤0.01%
+139
583
$4.81K ﹤0.01%
+180
584
$4.81K ﹤0.01%
+41
585
$4.8K ﹤0.01%
+575
586
$4.8K ﹤0.01%
+90
587
$4.77K ﹤0.01%
+155
588
$4.77K ﹤0.01%
+83
589
$4.73K ﹤0.01%
+144
590
$4.6K ﹤0.01%
+34
591
$4.58K ﹤0.01%
+29
592
$4.57K ﹤0.01%
+100
593
$4.54K ﹤0.01%
+92
594
$4.51K ﹤0.01%
+75
595
$4.48K ﹤0.01%
+127
596
$4.39K ﹤0.01%
+146
597
$4.34K ﹤0.01%
+237
598
$4.33K ﹤0.01%
+105
599
$4.31K ﹤0.01%
+187
600
$4.26K ﹤0.01%
+206
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