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
626
$3.29K ﹤0.01%
+16
627
$3.27K ﹤0.01%
+79
628
$3.23K ﹤0.01%
+47
629
$3.21K ﹤0.01%
+39
630
$3.18K ﹤0.01%
+103
631
$3.15K ﹤0.01%
+18
632
$3.13K ﹤0.01%
+47
633
$3.06K ﹤0.01%
+115
634
$3.06K ﹤0.01%
+200
635
$3.04K ﹤0.01%
+29
636
$3.02K ﹤0.01%
+87
637
$3K ﹤0.01%
+11
638
$2.99K ﹤0.01%
+102
639
$2.97K ﹤0.01%
+33
640
$2.97K ﹤0.01%
+85
641
$2.92K ﹤0.01%
+45
642
$2.84K ﹤0.01%
+33
643
$2.83K ﹤0.01%
+297
644
$2.82K ﹤0.01%
+43
645
$2.81K ﹤0.01%
+195
646
$2.78K ﹤0.01%
+49
647
$2.78K ﹤0.01%
+1,310
648
$2.76K ﹤0.01%
+25
649
$2.71K ﹤0.01%
+35
650
$2.71K ﹤0.01%
+32
24 25
26
27 28