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
$457M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$812K
3
+$713K
4
TFC icon
Truist Financial
TFC
+$468K
5
RIO icon
Rio Tinto
RIO
+$461K

Top Sells

1
+$2.47M
2
+$1.43M
3
+$1.21M
4
OHI icon
Omega Healthcare
OHI
+$396K
5
MAC icon
Macerich
MAC
+$382K

Sector Composition

1 Financials 23.19%
2 Technology 15.42%
3 Communication Services 14.19%
4 Consumer Discretionary 10.17%
5 Healthcare 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.55M 0.99%
90,124
+611
27
$4.46M 0.98%
43,809
-822
28
$4.26M 0.93%
30,489
+127
29
$4.14M 0.91%
15,709
-104
30
$4.08M 0.89%
18,335
+22
31
$3.84M 0.84%
6,715
+25
32
$3.78M 0.83%
57,279
+77
33
$3.75M 0.82%
20,592
+136
34
$3.52M 0.77%
31,959
+132
35
$3.52M 0.77%
8,772
36
$3.48M 0.76%
8,087
-48
37
$3.44M 0.75%
8,090
+5
38
$3.38M 0.74%
128,286
+8,830
39
$3.22M 0.7%
16,070
+55
40
$3.22M 0.7%
18,628
-515
41
$3.19M 0.7%
9,630
+81
42
$3.14M 0.69%
14,154
-20
43
$3.08M 0.67%
35,400
-1,355
44
$3.05M 0.67%
7,116
+121
45
$2.96M 0.65%
164,709
+7,257
46
$2.92M 0.64%
13,275
+145
47
$2.73M 0.6%
21,223
+377
48
$2.73M 0.6%
22,436
+641
49
$2.42M 0.53%
139,758
-2,040
50
$2.41M 0.53%
113,010
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