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
$474M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.04M
3
+$1.89M
4
HHH icon
Howard Hughes
HHH
+$1.52M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.48M

Top Sells

1
+$3.23M
2
+$2.06M
3
+$1.71M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M
5
VNO icon
Vornado Realty Trust
VNO
+$1.04M

Sector Composition

1 Financials 22.32%
2 Technology 16.38%
3 Communication Services 11.18%
4 Consumer Discretionary 9.85%
5 Healthcare 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.64M 0.55%
10,166
+327
52
$2.49M 0.52%
113,010
53
$2.42M 0.51%
13,668
-82
54
$2.4M 0.5%
7,371
+35
55
$2.39M 0.5%
134,295
-453
56
$2.33M 0.49%
23,188
+1,042
57
$2.32M 0.49%
4,727
+70
58
$2.19M 0.46%
11,723
-15
59
$2.08M 0.44%
39,230
-156
60
$2.06M 0.43%
12,682
+308
61
$2.05M 0.43%
6,079
+125
62
$2.03M 0.43%
39,205
+683
63
$1.96M 0.41%
2,812
64
$1.96M 0.41%
7,796
-121
65
$1.95M 0.41%
42,330
+1,684
66
$1.94M 0.41%
67,062
+10,427
67
$1.9M 0.4%
14,074
-3,925
68
$1.89M 0.4%
+184,275
69
$1.85M 0.39%
63,410
+805
70
$1.77M 0.37%
17,953
+15,425
71
$1.75M 0.37%
67,880
+12,850
72
$1.69M 0.35%
33,954
+822
73
$1.66M 0.35%
6,852
+1
74
$1.55M 0.33%
14,453
-15,985
75
$1.54M 0.32%
2,828
-36
1 2
3
4 5