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
201
$112K 0.02%
+2,268
202
$112K 0.02%
1,119
-1,374
203
$111K 0.02%
+271
204
$111K 0.02%
+854
205
$111K 0.02%
+1,054
206
$109K 0.02%
+545
207
$109K 0.02%
+300
208
$106K 0.02%
+840
209
$106K 0.02%
+1,455
210
$104K 0.02%
+5,151
211
$102K 0.02%
+1,535
212
$102K 0.02%
+1,900
213
$102K 0.02%
+2,553
214
$99.2K 0.02%
+1,252
215
$97.8K 0.02%
+1,083
216
$95.6K 0.02%
+180
217
$95.6K 0.02%
+2,139
218
$94.1K 0.02%
+2,838
219
$88.9K 0.02%
+2,665
220
$87.7K 0.02%
+1,039
221
$87.4K 0.02%
+270
222
$87.2K 0.02%
+402
223
$87K 0.02%
+655
224
$86.6K 0.02%
+1,466
225
$85.4K 0.02%
+2,932
7 8
9
10 11