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
151
$213K 0.04%
+944
152
$213K 0.04%
+818
153
$212K 0.04%
1,138
+58
154
$211K 0.04%
+2,600
155
$208K 0.04%
+1,962
156
$205K 0.04%
+953
157
$202K 0.04%
+1,953
158
$198K 0.04%
+2,115
159
$196K 0.04%
+1,333
160
$195K 0.04%
+424
161
$194K 0.04%
+3,747
162
$193K 0.04%
+472
163
$191K 0.04%
+1,964
164
$191K 0.04%
+8,909
165
$186K 0.04%
+1,633
166
$186K 0.04%
+980
167
$183K 0.04%
+9,234
168
$182K 0.04%
+2,794
169
$174K 0.03%
+2,399
170
$169K 0.03%
+2,931
171
$169K 0.03%
+1,072
172
$168K 0.03%
+1,194
173
$167K 0.03%
15,155
+1,682
174
$167K 0.03%
+1,856
175
$160K 0.03%
+2,862
5 6
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