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
$374M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.71M
3
+$1.12M
4
SPG icon
Simon Property Group
SPG
+$573K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$470K

Top Sells

1
+$4.27M
2
+$2.57M
3
+$1.56M
4
BA icon
Boeing
BA
+$1.02M
5
MSFT icon
Microsoft
MSFT
+$859K

Sector Composition

1 Financials 22.8%
2 Technology 15.77%
3 Communication Services 14.66%
4 Consumer Discretionary 10.37%
5 Healthcare 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.7M 0.45%
112,455
+8,484
52
$1.6M 0.42%
8,791
-65
53
$1.57M 0.41%
33,664
-868
54
$1.52M 0.4%
7,195
+265
55
$1.49M 0.39%
4,653
+3,475
56
$1.43M 0.38%
16,765
+6,720
57
$1.41M 0.37%
2,915
+20
58
$1.39M 0.37%
40,855
+350
59
$1.37M 0.36%
64,008
+21,444
60
$1.34M 0.35%
5,955
+105
61
$1.33M 0.35%
5,085
+185
62
$1.32M 0.35%
10,889
-94
63
$1.25M 0.33%
14,738
+507
64
$1.25M 0.33%
63,706
-900
65
$1.21M 0.32%
24,208
+275
66
$1.21M 0.32%
8,291
+208
67
$1.19M 0.31%
39,252
-3,625
68
$1.17M 0.31%
24,261
+777
69
$1.16M 0.31%
23,367
+144
70
$1.15M 0.3%
9,816
+457
71
$1.15M 0.3%
7,719
+296
72
$1.13M 0.3%
30,559
+20
73
$1.12M 0.3%
14,339
+891
74
$1M 0.26%
6,621
+171
75
$975K 0.26%
10,310
+2,135
1 2
3
4 5