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
76
$620K 0.12%
764
+60
77
$615K 0.12%
24,499
+3,142
78
$586K 0.12%
16,890
+105
79
$581K 0.11%
8,965
+563
80
$549K 0.11%
21,755
+10,305
81
$517K 0.1%
4,983
+432
82
$514K 0.1%
2,286
+88
83
$509K 0.1%
1,941
84
$495K 0.1%
13,125
+584
85
$484K 0.1%
3,067
+5
86
$465K 0.09%
39,349
-8,756
87
$455K 0.09%
6,495
+412
88
$452K 0.09%
8,250
+764
89
$452K 0.09%
4,668
-570
90
$447K 0.09%
2,384
+159
91
$433K 0.09%
9,995
+777
92
$425K 0.08%
826
+83
93
$424K 0.08%
8,410
+94
94
$423K 0.08%
889
+1
95
$422K 0.08%
4,875
96
$421K 0.08%
4,476
+359
97
$415K 0.08%
1,599
+506
98
$405K 0.08%
6,672
+165
99
$390K 0.08%
8,138
-83
100
$387K 0.08%
2,366
-111
2 3
4
5 6