MWM

Madison Wealth Management Portfolio holdings

AUM $476M
1-Year Est. Return 18.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.78%
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
+$1.9M
2
+$1.73M
3
+$1.36M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.22M
5
BND icon
Vanguard Total Bond Market
BND
+$783K

Top Sells

1
+$2.49M
2
+$2.46M
3
+$1.39M
4
HHH icon
Howard Hughes
HHH
+$945K
5
BBU
Brookfield Business Partners
BBU
+$754K

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
2 3 4 5
6