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
$411M
AUM Growth
-$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.92M
3
+$2.58M
4
FI icon
Fiserv
FI
+$2.51M
5
CME icon
CME Group
CME
+$1.73M

Top Sells

1
+$3.02M
2
+$2.33M
3
+$1.49M
4
AMZN icon
Amazon
AMZN
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.06M

Sector Composition

1 Financials 20.67%
2 Technology 15.71%
3 Healthcare 9.58%
4 Communication Services 9.44%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.61%
+28,232
52
$2.45M 0.59%
13,783
+115
53
$2.42M 0.59%
9,805
-361
54
$2.3M 0.56%
4,807
-370
55
$2.28M 0.55%
4,727
56
$2.27M 0.55%
32,518
-953
57
$2.14M 0.52%
117,336
+4,326
58
$2.12M 0.51%
40,386
+1,181
59
$1.98M 0.48%
134,295
60
$1.97M 0.48%
7,291
-80
61
$1.97M 0.48%
75,806
+8,744
62
$1.94M 0.47%
23,068
+13,526
63
$1.92M 0.47%
13,248
+566
64
$1.88M 0.46%
7,357
-439
65
$1.78M 0.43%
186,705
+2,430
66
$1.69M 0.41%
36,769
-2,461
67
$1.67M 0.4%
2,822
+10
68
$1.65M 0.4%
67,880
69
$1.65M 0.4%
63,410
70
$1.65M 0.4%
11,914
+191
71
$1.63M 0.4%
6,711
-141
72
$1.59M 0.39%
5,736
-343
73
$1.51M 0.37%
9,078
+126
74
$1.37M 0.33%
32,975
-9,355
75
$1.33M 0.32%
32,733
-1,221
1 2
3
4 5