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
126
$261K 0.07%
+347
127
$255K 0.07%
+18,126
128
$254K 0.07%
+5,979
129
$249K 0.07%
+767
130
$247K 0.07%
+2,735
131
$245K 0.07%
+3,022
132
$235K 0.07%
+1,293
133
$234K 0.07%
+1,411
134
$234K 0.07%
+6,375
135
$224K 0.06%
+1,642
136
$221K 0.06%
+2,415
137
$220K 0.06%
+3,380
138
$218K 0.06%
+2,510
139
$218K 0.06%
+1,704
140
$217K 0.06%
+1,096
141
$214K 0.06%
+2,429
142
$214K 0.06%
+3,350
143
$212K 0.06%
+3,680
144
$211K 0.06%
+1,876
145
$209K 0.06%
+6,482
146
$204K 0.06%
+2,308
147
$154K 0.04%
+10,450
148
$38K 0.01%
+10,181
2 3 4 5
6