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
$348M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1 +$19.5M
2 +$17.7M
3 +$17.3M
4
AAPL icon
Apple
AAPL
+$16.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 30.71%
2 Communication Services 14.38%
3 Technology 13.42%
4 Real Estate 5.86%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$865K 0.25%
+7,624
77
$842K 0.24%
+2,429
78
$839K 0.24%
+15,079
79
$835K 0.24%
+81,204
80
$825K 0.24%
+722
81
$817K 0.23%
+8,718
82
$812K 0.23%
+4,898
83
$773K 0.22%
+6,345
84
$773K 0.22%
+17,386
85
$711K 0.2%
+38,552
86
$691K 0.2%
+8,637
87
$668K 0.19%
+5,120
88
$655K 0.19%
+19,689
89
$606K 0.17%
+9,640
90
$602K 0.17%
+9,513
91
$561K 0.16%
+16,185
92
$550K 0.16%
+17,995
93
$545K 0.16%
+10,610
94
$545K 0.16%
+5,900
95
$539K 0.15%
+4,461
96
$532K 0.15%
+1,402
97
$527K 0.15%
+31,366
98
$514K 0.15%
+6,455
99
$508K 0.15%
+9,760
100
$496K 0.14%
+3,660