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
176
$156K 0.03%
+1,089
177
$150K 0.03%
+2,880
178
$150K 0.03%
+2,434
179
$142K 0.03%
+561
180
$138K 0.03%
+916
181
$136K 0.03%
+2,652
182
$135K 0.03%
+596
183
$134K 0.03%
+623
184
$134K 0.03%
10,499
-146
185
$131K 0.03%
+2,561
186
$130K 0.03%
+305
187
$129K 0.03%
+1,012
188
$128K 0.03%
+338
189
$128K 0.03%
+355
190
$125K 0.02%
+401
191
$124K 0.02%
+176
192
$124K 0.02%
+1,598
193
$120K 0.02%
+3,600
194
$119K 0.02%
+235
195
$119K 0.02%
+764
196
$118K 0.02%
+394
197
$115K 0.02%
+193
198
$115K 0.02%
17,924
-6,020
199
$114K 0.02%
+1,542
200
$113K 0.02%
+1,439
6 7
8
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