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
$474M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.04M
3
+$1.89M
4
HHH icon
Howard Hughes
HHH
+$1.52M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.48M

Top Sells

1
+$3.23M
2
+$2.06M
3
+$1.71M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M
5
VNO icon
Vornado Realty Trust
VNO
+$1.04M

Sector Composition

1 Financials 22.32%
2 Technology 16.38%
3 Communication Services 11.18%
4 Consumer Discretionary 9.85%
5 Healthcare 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.86M 1.02%
101,169
-14,357
27
$4.69M 0.99%
30,682
-25
28
$4.58M 0.96%
21,361
+280
29
$4.43M 0.93%
165,814
+22,062
30
$4.33M 0.91%
32,888
+10,160
31
$4.24M 0.89%
19,122
+111
32
$4.23M 0.89%
131,289
+45,932
33
$4.22M 0.89%
15,806
+187
34
$4.17M 0.88%
41,155
-6,508
35
$4.14M 0.87%
7,017
+163
36
$3.95M 0.83%
202,602
+22,878
37
$3.67M 0.77%
8,097
+117
38
$3.64M 0.77%
16,980
+415
39
$3.63M 0.76%
8,706
40
$3.46M 0.73%
8,430
+230
41
$3.43M 0.72%
13,804
+108
42
$3.35M 0.71%
55,378
-2,223
43
$3.2M 0.67%
14,060
-9
44
$3.15M 0.66%
10,425
+528
45
$3.13M 0.66%
6,934
-180
46
$3.02M 0.63%
33,152
-4
47
$2.98M 0.63%
5,177
+1
48
$2.97M 0.62%
27,438
+3,523
49
$2.77M 0.58%
33,471
-1,580
50
$2.74M 0.58%
11,536
+352
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