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
676
$1.99K ﹤0.01%
+10
677
$1.98K ﹤0.01%
+49
678
$1.93K ﹤0.01%
+212
679
$1.88K ﹤0.01%
+35
680
$1.82K ﹤0.01%
+500
681
$1.8K ﹤0.01%
+33
682
$1.79K ﹤0.01%
+58
683
$1.76K ﹤0.01%
+153
684
$1.76K ﹤0.01%
+200
685
$1.75K ﹤0.01%
+33
686
$1.71K ﹤0.01%
+470
687
$1.69K ﹤0.01%
+10
688
$1.69K ﹤0.01%
+172
689
$1.64K ﹤0.01%
+100
690
$1.62K ﹤0.01%
+20
691
$1.61K ﹤0.01%
+72
692
$1.54K ﹤0.01%
+43
693
$1.5K ﹤0.01%
+52
694
$1.49K ﹤0.01%
+70
695
$1.48K ﹤0.01%
+38
696
$1.46K ﹤0.01%
+98
697
$1.42K ﹤0.01%
+14
698
$1.37K ﹤0.01%
+100
699
$1.36K ﹤0.01%
+15
700
$1.34K ﹤0.01%
+16
26 27
28
29 30