MSWM
McGlone Suttner Wealth Management Portfolio holdings
AUM
$662M
This Quarter Return
+4.4%
1 Year Return
+11.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$389M
AUM Growth
+$389M
(+23%)
Cap. Flow
+$61.8M
Cap. Flow
% of AUM
15.88%
Top 10 Holdings %
Top 10 Hldgs %
70.18%
Holding
146
New
14
Increased
81
Reduced
35
Closed
7
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$25M |
| 2 |
iShares Core S&P US Value ETF
IUSV
|
$7.18M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$4.95M |
| 4 |
Fidelity Total Bond ETF
FBND
|
$4.59M |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$4.47M |
Top Sells
Sector Composition
| 1 | Technology | 3.31% |
| 2 | Consumer Staples | 1.98% |
| 3 | Healthcare | 1.83% |
| 4 | Financials | 1.42% |
| 5 | Consumer Discretionary | 0.94% |
