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
101
$384K 0.08%
3,640
+1,480
102
$384K 0.08%
3,539
-563
103
$382K 0.08%
3,706
104
$379K 0.07%
16,408
+1,728
105
$378K 0.07%
2,833
+103
106
$376K 0.07%
13,067
-321
107
$373K 0.07%
640
-7
108
$370K 0.07%
2,557
+316
109
$368K 0.07%
8,401
+280
110
$356K 0.07%
16,430
+1,837
111
$344K 0.07%
20,493
+1,042
112
$336K 0.07%
4,142
+201
113
$331K 0.07%
5,891
+1
114
$325K 0.06%
4,044
+10
115
$316K 0.06%
478
+3
116
$315K 0.06%
3,564
-685
117
$314K 0.06%
1,152
+59
118
$313K 0.06%
690
+126
119
$306K 0.06%
1,794
+52
120
$295K 0.06%
+1,907
121
$292K 0.06%
2,014
+10
122
$290K 0.06%
5,897
+13
123
$280K 0.06%
+1,896
124
$279K 0.06%
1,329
-9
125
$271K 0.05%
+2,524
3 4
5
6 7