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
101
$494K 0.14%
+2,326
102
$485K 0.14%
+2,530
103
$458K 0.13%
+15,348
104
$443K 0.13%
+5,205
105
$432K 0.12%
+2,407
106
$399K 0.11%
+21,620
107
$394K 0.11%
+1,468
108
$369K 0.11%
+11,581
109
$365K 0.1%
+6,600
110
$356K 0.1%
+1,178
111
$344K 0.1%
+2,150
112
$335K 0.1%
+6,628
113
$334K 0.1%
+2,110
114
$325K 0.09%
+6,130
115
$314K 0.09%
+12,390
116
$314K 0.09%
+5,322
117
$309K 0.09%
+6,583
118
$304K 0.09%
+1,391
119
$296K 0.09%
+1,390
120
$290K 0.08%
+3,800
121
$287K 0.08%
+8,986
122
$283K 0.08%
+2,027
123
$275K 0.08%
+3,871
124
$269K 0.08%
+1,425
125
$269K 0.08%
+1,849
2 3 4
5
6