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
701
$1.33K ﹤0.01%
+34
702
$1.33K ﹤0.01%
+16
703
$1.32K ﹤0.01%
+7
704
$1.3K ﹤0.01%
+26
705
$1.28K ﹤0.01%
+105
706
$1.24K ﹤0.01%
+100
707
$1.23K ﹤0.01%
+15
708
$1.23K ﹤0.01%
+125
709
$1.19K ﹤0.01%
+45
710
$1.17K ﹤0.01%
+3
711
$1.13K ﹤0.01%
+216
712
$1.12K ﹤0.01%
+300
713
$1.07K ﹤0.01%
+12
714
$1.05K ﹤0.01%
+75
715
$1.04K ﹤0.01%
+69
716
$1.02K ﹤0.01%
+50
717
$1.02K ﹤0.01%
+49
718
$978 ﹤0.01%
+17
719
$951 ﹤0.01%
+82
720
$867 ﹤0.01%
+19
721
$856 ﹤0.01%
+6
722
$840 ﹤0.01%
+32
723
$807 ﹤0.01%
+89
724
$734 ﹤0.01%
+20
725
$695 ﹤0.01%
+100
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