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
51
$1.36M 0.39%
+19,552
52
$1.33M 0.38%
+10,707
53
$1.31M 0.38%
+4,460
54
$1.31M 0.38%
+5,698
55
$1.29M 0.37%
+68,156
56
$1.29M 0.37%
+10,684
57
$1.29M 0.37%
+81,600
58
$1.25M 0.36%
+5,939
59
$1.24M 0.36%
+96,858
60
$1.21M 0.35%
+43,091
61
$1.18M 0.34%
+31,599
62
$1.16M 0.33%
+24,221
63
$1.15M 0.33%
+43,389
64
$1.13M 0.32%
+8,261
65
$1.11M 0.32%
+7,556
66
$1.08M 0.31%
+5,136
67
$1.06M 0.31%
+15,234
68
$1.02M 0.29%
+21,397
69
$1.02M 0.29%
+4,825
70
$1.01M 0.29%
+28,895
71
$991K 0.28%
+3,349
72
$984K 0.28%
+11,336
73
$941K 0.27%
+32,539
74
$926K 0.27%
+6,486
75
$921K 0.26%
+23,259
1 2
3
4 5