MWM
Madison Wealth Management Portfolio holdings
AUM
$476M
This Quarter Return
+7.22%
1 Year Return
+18.73%
3 Year Return
+34.87%
5 Year Return
–
10 Year Return
–
AUM
$405M
AUM Growth
+$405M
(+8.5%)
Cap. Flow
+$7.92M
Cap. Flow
% of AUM
1.95%
Top 10 Holdings %
Top 10 Hldgs %
38.63%
Holding
145
New
8
Increased
74
Reduced
33
Closed
6
Top Buys
| 1 |
Fidelity National Information Services
FIS
|
$2.93M |
| 2 |
S&P Global
SPGI
|
$2.74M |
| 3 |
Verisk Analytics
VRSK
|
$2.66M |
| 4 |
Charles Schwab
SCHW
|
$1.87M |
| 5 |
Amazon
AMZN
|
$1.62M |
Top Sells
| 1 |
iShares Biotechnology ETF
IBB
|
$3.53M |
| 2 |
Apple
AAPL
|
$3.44M |
| 3 |
Brookfield
BN
|
$2.75M |
| 4 |
Microsoft
MSFT
|
$1.24M |
| 5 |
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% |
