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
51
$2.13M 0.52%
123,414
+10,959
52
$2.06M 0.5%
61,355
+20,500
53
$1.99M 0.49%
7,996
+135
54
$1.93M 0.47%
34,896
+1,232
55
$1.91M 0.47%
16,805
+40
56
$1.85M 0.45%
9,062
+271
57
$1.82M 0.45%
2,954
58
$1.82M 0.45%
19,828
+5,090
59
$1.71M 0.42%
4,839
+281
60
$1.67M 0.41%
4,653
61
$1.65M 0.4%
7,185
-10
62
$1.61M 0.39%
6,721
+766
63
$1.56M 0.38%
11,050
+161
64
$1.52M 0.37%
23,813
+446
65
$1.51M 0.37%
68,606
+4,900
66
$1.51M 0.37%
+12,750
67
$1.5M 0.37%
5,429
+344
68
$1.47M 0.36%
45,869
+18,474
69
$1.45M 0.35%
8,998
+707
70
$1.33M 0.32%
2,805
-110
71
$1.31M 0.32%
25,260
+1,052
72
$1.26M 0.31%
27,783
+3,522
73
$1.25M 0.31%
10,968
+4,157
74
$1.22M 0.3%
10,321
+505
75
$1.21M 0.3%
11,903
+7,295
1 2
3
4 5