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
$437M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.79M
3
+$4.37M
4
BAM icon
Brookfield Asset Management
BAM
+$3.66M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.54M

Top Sells

1
+$3.89M
2
+$2.5M
3
+$2.28M
4
ALLY icon
Ally Financial
ALLY
+$2.11M
5
LRCX icon
Lam Research
LRCX
+$1.86M

Sector Composition

1 Financials 19.77%
2 Technology 14.35%
3 Healthcare 10.8%
4 Communication Services 6.03%
5 Consumer Discretionary 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.83M 0.65%
12,015
+379
52
$2.66M 0.61%
32,567
-115
53
$2.64M 0.6%
5,792
+964
54
$2.59M 0.59%
6,653
+209
55
$2.57M 0.59%
6,725
-130
56
$2.56M 0.58%
8,001
-74
57
$2.52M 0.58%
13,188
-145
58
$2.42M 0.55%
4,725
59
$2.38M 0.54%
7,921
+350
60
$2.34M 0.53%
12,939
+3,382
61
$2.33M 0.53%
17,998
+2,879
62
$2.27M 0.52%
122,720
+5,860
63
$2.26M 0.52%
57,865
+3,322
64
$2.18M 0.5%
42,548
+784
65
$2.12M 0.49%
85,734
+11,386
66
$2.05M 0.47%
83,844
-86,303
67
$2.04M 0.46%
2,822
68
$1.98M 0.45%
132,600
-1,695
69
$1.95M 0.44%
22,935
-1,649
70
$1.93M 0.44%
7,224
+88
71
$1.88M 0.43%
12,697
+542
72
$1.86M 0.43%
196,050
+9,348
73
$1.85M 0.42%
25,373
+7,390
74
$1.83M 0.42%
8,636
+938
75
$1.79M 0.41%
15,260
+3,900
1 2
3
4 5