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
$457M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$812K
3
+$713K
4
TFC icon
Truist Financial
TFC
+$468K
5
RIO icon
Rio Tinto
RIO
+$461K

Top Sells

1
+$2.47M
2
+$1.43M
3
+$1.21M
4
OHI icon
Omega Healthcare
OHI
+$396K
5
MAC icon
Macerich
MAC
+$382K

Sector Composition

1 Financials 23.19%
2 Technology 15.42%
3 Communication Services 14.19%
4 Consumer Discretionary 10.17%
5 Healthcare 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.53%
10,015
-199
52
$2.31M 0.51%
5,151
+78
53
$2.26M 0.49%
68,906
+4,487
54
$2.24M 0.49%
37,692
+1,849
55
$2.23M 0.49%
13,784
+183
56
$2.11M 0.46%
20,739
+624
57
$2.1M 0.46%
7,341
+30
58
$2.09M 0.46%
2,867
-80
59
$2.02M 0.44%
7,592
+110
60
$2M 0.44%
62,605
+1,250
61
$1.99M 0.43%
10,278
+271
62
$1.96M 0.43%
11,692
+151
63
$1.86M 0.41%
5,829
+50
64
$1.74M 0.38%
4,657
65
$1.7M 0.37%
2,812
+5
66
$1.58M 0.35%
49,093
+10,488
67
$1.57M 0.34%
36,475
+2,971
68
$1.48M 0.32%
6,950
+12
69
$1.46M 0.32%
7,406
+290
70
$1.41M 0.31%
30,297
+921
71
$1.37M 0.3%
25,753
+1,222
72
$1.37M 0.3%
10,931
+260
73
$1.37M 0.3%
18,875
-16,730
74
$1.36M 0.3%
9,281
+205
75
$1.29M 0.28%
17,494
+1,457
1 2
3
4 5