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
$300M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.63M
3 +$1.37M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.28M
5
BND icon
Vanguard Total Bond Market
BND
+$791K

Top Sells

1 +$2.4M
2 +$2.33M
3 +$1.39M
4
HHH icon
Howard Hughes
HHH
+$945K
5
MSFT icon
Microsoft
MSFT
+$808K

Sector Composition

1 Financials 24.46%
2 Technology 17.09%
3 Communication Services 15.25%
4 Consumer Discretionary 8.61%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,852
127
-29,446