MSWM
McGlone Suttner Wealth Management Portfolio holdings
AUM
$662M
1-Year Return
11.51%
This Quarter Return
+4.64%
1 Year Return
+11.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$438M
AUM Growth
+$49M
(+13%)
Cap. Flow
+$32.3M
Cap. Flow
% of AUM
7.37%
Top 10 Holdings %
Top 10 Hldgs %
70.2%
Holding
154
New
15
Increased
96
Reduced
29
Closed
3
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$9.66M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$4.13M |
| 3 |
iShares Core S&P US Value ETF
IUSV
|
$3.11M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.43M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$2.33M |
Top Sells
Sector Composition
| 1 | Technology | 3.6% |
| 2 | Consumer Staples | 1.86% |
| 3 | Healthcare | 1.67% |
| 4 | Financials | 1.48% |
| 5 | Consumer Discretionary | 1.03% |
