MWM
Madison Wealth Management Portfolio holdings
AUM
$476M
This Quarter Return
+9.85%
1 Year Return
+18.73%
3 Year Return
+34.87%
5 Year Return
–
10 Year Return
–
AUM
$348M
AUM Growth
–
Cap. Flow
+$348M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.17%
Holding
148
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$19.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$17.7M |
| 3 |
Brookfield
BN
|
$17.3M |
| 4 |
Apple
AAPL
|
$16.8M |
| 5 |
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% |
