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
$609M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.39M
3
+$1.26M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.11M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.07M

Top Sells

1
+$2.8M
2
+$2.48M
3
+$412K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$363K
5
NOW icon
ServiceNow
NOW
+$332K

Sector Composition

1 Technology 4.02%
2 Financials 2.71%
3 Healthcare 1.82%
4 Consumer Staples 1.55%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$305K 0.05%
+1,330
152
$293K 0.05%
+625
153
$293K 0.05%
3,654
+256
154
$291K 0.05%
+3,233
155
$288K 0.05%
1,376
+257
156
$282K 0.05%
+10,354
157
$277K 0.05%
+571
158
$276K 0.05%
1,538
+91
159
$269K 0.04%
2,367
-23
160
$261K 0.04%
3,493
161
$259K 0.04%
+2,941
162
$250K 0.04%
1,025
+14
163
$250K 0.04%
455
+33
164
$247K 0.04%
+3,137
165
$246K 0.04%
3,463
+457
166
$240K 0.04%
2,395
-706
167
$237K 0.04%
+434
168
$236K 0.04%
2,862
169
$236K 0.04%
+1,177
170
$234K 0.04%
+746
171
$233K 0.04%
1,000
+128
172
$230K 0.04%
1,118
-316
173
$230K 0.04%
2,234
+133
174
$229K 0.04%
4,526
-1
175
$223K 0.04%
+1,683
5 6
7
8 9