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
$474M
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.04M
3
+$1.89M
4
HHH icon
Howard Hughes
HHH
+$1.52M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.48M

Top Sells

1
+$3.23M
2
+$2.06M
3
+$1.71M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.16M
5
VNO icon
Vornado Realty Trust
VNO
+$1.04M

Sector Composition

1 Financials 22.32%
2 Technology 16.38%
3 Communication Services 11.18%
4 Consumer Discretionary 9.85%
5 Healthcare 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.5M 0.31%
8,952
+248
77
$1.35M 0.28%
6,547
+530
78
$1.31M 0.28%
12,584
+239
79
$1.19M 0.25%
7,887
-70
80
$1.19M 0.25%
25,842
-495
81
$1.19M 0.25%
+66,525
82
$1.17M 0.25%
10,552
+73
83
$1.15M 0.24%
17,756
-159
84
$1.14M 0.24%
23,058
-537
85
$1.13M 0.24%
13,802
-232
86
$1.13M 0.24%
14,294
87
$1.13M 0.24%
9,056
-389
88
$1.11M 0.23%
15,073
+581
89
$1.07M 0.22%
19,190
-436
90
$1.04M 0.22%
15,010
+8,962
91
$966K 0.2%
655
-50
92
$952K 0.2%
9,542
+2,511
93
$949K 0.2%
8,456
+166
94
$926K 0.19%
10,898
95
$920K 0.19%
11,143
+174
96
$911K 0.19%
9,203
+51
97
$862K 0.18%
3,446
98
$839K 0.18%
30,750
+2,430
99
$794K 0.17%
+15,775
100
$752K 0.16%
2,616
-1
2 3
4
5 6