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
726
$688 ﹤0.01%
+18
727
$658 ﹤0.01%
+12
728
$642 ﹤0.01%
+5
729
$623 ﹤0.01%
+41
730
$587 ﹤0.01%
+25
731
$564 ﹤0.01%
+3
732
$516 ﹤0.01%
+98
733
$510 ﹤0.01%
+311
734
$507 ﹤0.01%
+25
735
$460 ﹤0.01%
+200
736
$459 ﹤0.01%
+18
737
$431 ﹤0.01%
+20
738
$386 ﹤0.01%
+106
739
$382 ﹤0.01%
+10
740
$381 ﹤0.01%
+22
741
$361 ﹤0.01%
+27
742
$338 ﹤0.01%
+1
743
$317 ﹤0.01%
+30
744
$315 ﹤0.01%
+6
745
$305 ﹤0.01%
+50
746
$273 ﹤0.01%
+2
747
$270 ﹤0.01%
+10
748
$262 ﹤0.01%
+5
749
$256 ﹤0.01%
+11
750
$254 ﹤0.01%
+75
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