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
$453M
AUM Growth
+$47.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.97M
3
+$2.62M
4
PENN icon
PENN Entertainment
PENN
+$2.13M
5
WPC icon
W.P. Carey
WPC
+$1.04M

Top Sells

1
+$3.7M
2
+$1.47M
3
+$1.45M
4
JPM icon
JPMorgan Chase
JPM
+$708K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$672K

Sector Composition

1 Financials 23.43%
2 Technology 15.01%
3 Communication Services 14.05%
4 Consumer Discretionary 11.04%
5 Healthcare 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.46M 0.54%
141,798
52
$2.42M 0.53%
10,214
+339
53
$2.41M 0.53%
113,010
54
$2.24M 0.49%
13,601
+161
55
$2.19M 0.48%
16,805
56
$2.14M 0.47%
64,419
+18,550
57
$2.13M 0.47%
10,007
+945
58
$2.13M 0.47%
2,947
-7
59
$2.12M 0.47%
61,355
60
$2.05M 0.45%
20,115
+287
61
$2.04M 0.45%
35,843
+947
62
$2.02M 0.45%
7,482
+761
63
$2.01M 0.44%
5,073
+234
64
$1.91M 0.42%
11,541
+491
65
$1.78M 0.39%
4,657
+4
66
$1.75M 0.39%
7,311
+126
67
$1.7M 0.38%
5,779
+350
68
$1.69M 0.37%
6,938
-1,058
69
$1.57M 0.35%
2,807
+2
70
$1.51M 0.33%
9,076
+78
71
$1.41M 0.31%
7,116
+166
72
$1.38M 0.3%
29,376
+1,593
73
$1.38M 0.3%
24,531
+718
74
$1.37M 0.3%
25,278
+18
75
$1.32M 0.29%
10,671
+350
1 2
3
4 5