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
$405M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
145
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.74M
3
+$2.66M
4
SCHW icon
Charles Schwab
SCHW
+$1.87M
5
AMZN icon
Amazon
AMZN
+$1.62M

Top Sells

1
+$3.53M
2
+$3.44M
3
+$2.75M
4
MSFT icon
Microsoft
MSFT
+$1.24M
5
WFC icon
Wells Fargo
WFC
+$1.07M

Sector Composition

1 Financials 23.33%
2 Technology 14.65%
3 Communication Services 14.5%
4 Consumer Discretionary 10.56%
5 Healthcare 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.29%
6,950
+329
77
$1.19M 0.29%
+101,640
78
$1.17M 0.29%
+14,901
79
$1.15M 0.28%
31,861
+1,302
80
$1.13M 0.28%
10,746
+384
81
$1.09M 0.27%
21,023
-297
82
$1.06M 0.26%
7,517
-202
83
$1.06M 0.26%
14,434
+95
84
$1.05M 0.26%
6,902
85
$1.02M 0.25%
10,088
+1,513
86
$1.01M 0.25%
32,966
+12,986
87
$939K 0.23%
12,375
+375
88
$913K 0.22%
4,081
89
$842K 0.21%
739
+2
90
$808K 0.2%
7,710
+100
91
$736K 0.18%
500
92
$733K 0.18%
8,655
93
$721K 0.18%
18,280
94
$718K 0.18%
4,771
-23,467
95
$709K 0.17%
9,182
-68
96
$685K 0.17%
2,666
+234
97
$647K 0.16%
3,525
+350
98
$602K 0.15%
10,778
+278
99
$591K 0.14%
2,585
+5
100
$568K 0.14%
20,000
2 3
4
5 6