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
601
$4.24K ﹤0.01%
+131
602
$4.22K ﹤0.01%
+371
603
$4.2K ﹤0.01%
+69
604
$4.15K ﹤0.01%
+48
605
$3.88K ﹤0.01%
+158
606
$3.79K ﹤0.01%
+65
607
$3.77K ﹤0.01%
+58
608
$3.67K ﹤0.01%
+815
609
$3.66K ﹤0.01%
+39
610
$3.65K ﹤0.01%
+474
611
$3.62K ﹤0.01%
+85
612
$3.61K ﹤0.01%
+25
613
$3.53K ﹤0.01%
+10
614
$3.53K ﹤0.01%
+86
615
$3.53K ﹤0.01%
+12
616
$3.5K ﹤0.01%
+48
617
$3.45K ﹤0.01%
+53
618
$3.44K ﹤0.01%
+176
619
$3.39K ﹤0.01%
+80
620
$3.39K ﹤0.01%
+112
621
$3.37K ﹤0.01%
+117
622
$3.37K ﹤0.01%
+50
623
$3.33K ﹤0.01%
+100
624
$3.32K ﹤0.01%
+109
625
$3.3K ﹤0.01%
+68
23 24
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