MSWM

McGlone Suttner Wealth Management Portfolio holdings

AUM $755M
1-Year Est. Return 16.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.66%
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
+$1.62M
2
+$1.41M
3
+$1.28M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.21M
5
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.06M

Top Sells

1
+$2.8M
2
+$2.48M
3
+$390K
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
– –
-8,468
202
– –
-1,783
5 6 7 8
9