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
651
$2.68K ﹤0.01%
+9
652
$2.67K ﹤0.01%
+80
653
$2.66K ﹤0.01%
+28
654
$2.58K ﹤0.01%
+106
655
$2.53K ﹤0.01%
+59
656
$2.5K ﹤0.01%
+54
657
$2.47K ﹤0.01%
+84
658
$2.45K ﹤0.01%
+100
659
$2.39K ﹤0.01%
+93
660
$2.36K ﹤0.01%
+150
661
$2.36K ﹤0.01%
+500
662
$2.31K ﹤0.01%
+217
663
$2.19K ﹤0.01%
+150
664
$2.13K ﹤0.01%
+33
665
$2.13K ﹤0.01%
+70
666
$2.12K ﹤0.01%
+50
667
$2.12K ﹤0.01%
+39
668
$2.08K ﹤0.01%
+80
669
$2.08K ﹤0.01%
+27
670
$2.07K ﹤0.01%
+10
671
$2.07K ﹤0.01%
+423
672
$2.06K ﹤0.01%
+106
673
$2.05K ﹤0.01%
+100
674
$2.02K ﹤0.01%
+48
675
$2.02K ﹤0.01%
+8
25 26
27
28 29