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
101
$751K 0.16%
5,705
102
$688K 0.14%
8,655
103
$656K 0.14%
2,580
104
$654K 0.14%
13,000
105
$643K 0.14%
13,281
+69
106
$633K 0.13%
20,000
107
$603K 0.13%
15,875
108
$595K 0.13%
500
+50
109
$592K 0.12%
4,009
110
$530K 0.11%
17,832
+52
111
$508K 0.11%
3,132
+16
112
$498K 0.1%
21,040
+100
113
$494K 0.1%
4,932
-1,660
114
$453K 0.1%
7,988
115
$449K 0.09%
2,770
116
$441K 0.09%
1,473
-67
117
$414K 0.09%
3,837
+32
118
$411K 0.09%
12,025
119
$393K 0.08%
2,474
120
$387K 0.08%
1,883
121
$379K 0.08%
6,000
122
$374K 0.08%
1,425
123
$359K 0.08%
1,551
124
$358K 0.08%
2,623
+101
125
$357K 0.08%
7,094
-132
3 4
5
6 7