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
101
$544K 0.13%
21,844
+108
102
$542K 0.13%
4,121
+310
103
$521K 0.13%
2,350
-57
104
$479K 0.12%
19,038
-288
105
$461K 0.11%
11,804
-27,448
106
$445K 0.11%
1,459
107
$441K 0.11%
1,551
108
$432K 0.11%
2,937
+2
109
$425K 0.1%
7,000
110
$423K 0.1%
+11,595
111
$413K 0.1%
1,869
112
$410K 0.1%
8,063
-124
113
$397K 0.1%
4,170
-408
114
$375K 0.09%
28,080
+5,920
115
$367K 0.09%
5,430
+278
116
$365K 0.09%
3,047
+253
117
$365K 0.09%
12,025
118
$361K 0.09%
792
119
$343K 0.08%
3,800
120
$338K 0.08%
1,425
121
$337K 0.08%
1,523
+238
122
$335K 0.08%
5,140
+140
123
$329K 0.08%
2,474
124
$329K 0.08%
13,100
125
$318K 0.08%
2,931
-73
2 3 4
5
6