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
751
$253 ﹤0.01%
+80
752
$252 ﹤0.01%
+25
753
$227 ﹤0.01%
+13
754
$220 ﹤0.01%
+7
755
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+11
756
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+2
757
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+100
758
$178 ﹤0.01%
+6
759
$175 ﹤0.01%
+5
760
$168 ﹤0.01%
+5
761
$159 ﹤0.01%
+6
762
$151 ﹤0.01%
+86
763
$146 ﹤0.01%
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764
$137 ﹤0.01%
+23
765
$135 ﹤0.01%
+1
766
$134 ﹤0.01%
+6
767
$129 ﹤0.01%
+21
768
$125 ﹤0.01%
+13
769
$111 ﹤0.01%
+3
770
$109 ﹤0.01%
+5
771
– –
0
772
$98 ﹤0.01%
+2
773
$95 ﹤0.01%
+3
774
$85 ﹤0.01%
+1
775
$83 ﹤0.01%
+2
29 30
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