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
126
$265K 0.05%
15,042
+934
127
$260K 0.05%
3,156
+34
128
$258K 0.05%
+7,472
129
$257K 0.05%
+1,603
130
$255K 0.05%
6,329
+404
131
$255K 0.05%
+4,905
132
$254K 0.05%
3,165
+331
133
$249K 0.05%
+5,120
134
$249K 0.05%
20,431
+132
135
$245K 0.05%
14,126
+359
136
$245K 0.05%
+627
137
$237K 0.05%
5,049
-1,041
138
$236K 0.05%
+673
139
$234K 0.05%
+1,421
140
$234K 0.05%
+8,650
141
$234K 0.05%
14,809
-4,452
142
$230K 0.05%
1,542
143
$230K 0.05%
996
-112
144
$228K 0.05%
+3,725
145
$226K 0.04%
8,389
+473
146
$226K 0.04%
786
-18
147
$225K 0.04%
+2,458
148
$222K 0.04%
+356
149
$221K 0.04%
+1,914
150
$219K 0.04%
3,643
+7
4 5
6
7 8