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 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
201
-11,984
202
-2,227