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
$405M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.74M
3
+$2.66M
4
SCHW icon
Charles Schwab
SCHW
+$1.87M
5
AMZN icon
Amazon
AMZN
+$1.62M

Top Sells

1
+$3.53M
2
+$3.44M
3
+$2.75M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
WFC icon
Wells Fargo
WFC
+$1.07M

Sector Composition

1 Financials 23.33%
2 Technology 14.65%
3 Communication Services 14.5%
4 Consumer Discretionary 10.56%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.33M 1.06%
95,733
-12
27
$4.17M 1.02%
30,768
+742
28
$3.82M 0.94%
18,042
+453
29
$3.78M 0.93%
15,536
-1,215
30
$3.7M 0.91%
55,990
+986
31
$3.55M 0.87%
17,190
+565
32
$3.36M 0.82%
30,726
+1,220
33
$3.34M 0.82%
19,649
+1,018
34
$3.24M 0.79%
8,152
-110
35
$3.19M 0.78%
17,460
+340
36
$3.18M 0.78%
8,867
-22
37
$2.92M 0.72%
+20,805
38
$2.91M 0.71%
19,396
-1,138
39
$2.77M 0.68%
6,995
+135
40
$2.74M 0.67%
+7,758
41
$2.66M 0.65%
+15,070
42
$2.64M 0.65%
37,599
-2,593
43
$2.59M 0.63%
12,786
+390
44
$2.34M 0.57%
9,875
+574
45
$2.29M 0.56%
141,798
46
$2.26M 0.55%
89,346
+25,338
47
$2.23M 0.55%
113,010
48
$2.21M 0.54%
13,440
+42
49
$2.18M 0.53%
8,865
+510
50
$2.18M 0.53%
9,605
+72
1
2
3 4 5