MSWM

McGlone Suttner Wealth Management Portfolio holdings

AUM $743M
1-Year Est. Return 15.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$662M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.75M
3
+$1.66M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$1.51M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.18M

Top Sells

1
+$494K
2
+$465K
3
+$443K
4
UNH icon
UnitedHealth
UNH
+$354K
5
DOW icon
Dow Inc
DOW
+$336K

Sector Composition

1 Technology 4.8%
2 Financials 2.78%
3 Communication Services 1.73%
4 Industrials 1.56%
5 Healthcare 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$589K 0.09%
2,387
+48
102
$583K 0.09%
1,138
-1
103
$574K 0.09%
4,875
104
$567K 0.09%
1,770
+22
105
$563K 0.09%
3,096
+5
106
$557K 0.08%
5,303
+146
107
$553K 0.08%
895
-29
108
$549K 0.08%
10,183
109
$545K 0.08%
6,475
+444
110
$539K 0.08%
10,689
+2
111
$535K 0.08%
1,788
+545
112
$524K 0.08%
4,065
+4
113
$516K 0.08%
21,301
+1,278
114
$516K 0.08%
2,769
+166
115
$507K 0.08%
4,464
+3
116
$505K 0.08%
4,093
+8
117
$497K 0.08%
7,153
-31
118
$491K 0.07%
4,430
+368
119
$479K 0.07%
2,854
+1,382
120
$478K 0.07%
2,004
-3
121
$475K 0.07%
2,688
122
$473K 0.07%
3,109
+159
123
$460K 0.07%
1,294
-36
124
$458K 0.07%
16,579
-995
125
$449K 0.07%
1,457
+9
3 4
5
6 7