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
$249M
AUM Growth
-$99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$3.83M
3
+$2.7M
4
VT icon
Vanguard Total World Stock ETF
VT
+$2.38M
5
SYK icon
Stryker
SYK
+$1.81M

Top Sells

1
+$8.24M
2
+$5.74M
3
+$4.31M
4
FDX icon
FedEx
FDX
+$2.77M
5
ORCL icon
Oracle
ORCL
+$1.94M

Sector Composition

1 Financials 26.44%
2 Communication Services 15.85%
3 Technology 15.36%
4 Healthcare 7.47%
5 Consumer Discretionary 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 1.12%
16,787
+10,848
27
$2.71M 1.09%
16,811
-730
28
$2.7M 1.08%
+80,885
29
$2.57M 1.03%
40,871
+37,849
30
$2.43M 0.98%
21,976
-3,775
31
$2.27M 0.91%
46,986
-40,109
32
$2.25M 0.9%
17,496
-1,635
33
$2.19M 0.88%
8,472
-4,589
34
$2.02M 0.81%
9,531
-542
35
$1.79M 0.72%
15,498
+14,087
36
$1.7M 0.68%
+18,205
37
$1.68M 0.67%
6,520
+1,658
38
$1.66M 0.66%
12,627
-886
39
$1.62M 0.65%
+3,310
40
$1.61M 0.65%
7,943
-175
41
$1.45M 0.58%
8,390
+55
42
$1.39M 0.56%
39,081
+100
43
$1.37M 0.55%
109,560
+27,960
44
$1.32M 0.53%
3,029
45
$1.32M 0.53%
38,332
+520
46
$1.27M 0.51%
7,719
+234
47
$1.27M 0.51%
26,648
+305
48
$1.23M 0.49%
4,295
-165
49
$1.22M 0.49%
5,613
-85
50
$1.22M 0.49%
22,530
-390
1
2
3 4 5