MWM

Madison Wealth Management Portfolio holdings

AUM $476M
1-Year Est. Return 18.73%
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$17.7M
3
+$17.3M
4
AAPL icon
Apple
AAPL
+$16.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 30.71%
2 Communication Services 14.38%
3 Technology 13.42%
4 Real Estate 5.86%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 1.21%
+13,061
27
$4.18M 1.2%
+62,380
28
$4.04M 1.16%
+13,743
29
$3.81M 1.09%
+51,294
30
$3.36M 0.96%
+183,872
31
$3.3M 0.95%
+17,541
32
$3.24M 0.93%
+25,751
33
$3.13M 0.9%
+19,131
34
$2.77M 0.8%
+18,332
35
$2.47M 0.71%
+10,073
36
$2.24M 0.64%
+37,812
37
$2.1M 0.6%
+38,981
38
$2.09M 0.6%
+103,730
39
$1.97M 0.57%
+13,513
40
$1.96M 0.56%
+8,118
41
$1.82M 0.52%
+127,623
42
$1.67M 0.48%
+8,335
43
$1.61M 0.46%
+26,343
44
$1.61M 0.46%
+17,048
45
$1.56M 0.45%
+4,862
46
$1.48M 0.42%
+7,485
47
$1.47M 0.42%
+3,029
48
$1.46M 0.42%
+6,995
49
$1.41M 0.4%
+24,097
50
$1.37M 0.39%
+22,920
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