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
$315M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$74.1M
2 +$26.2M
3 +$21.2M
4
FBND icon
Fidelity Total Bond ETF
FBND
+$20M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.19%
2 Healthcare 2.55%
3 Consumer Staples 2.34%
4 Financials 1.95%
5 Energy 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$208K 0.07%
+9,012
127
$206K 0.07%
+829
128
$206K 0.07%
+11,370
129
$202K 0.06%
+3,028
130
$200K 0.06%
+750
131
$176K 0.06%
+15,142
132
$64.5K 0.02%
+10,039