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
126
$355K 0.07%
6,025
127
$349K 0.07%
18,126
128
$346K 0.07%
5,000
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129
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130
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131
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132
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133
$325K 0.07%
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134
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+2,540
135
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136
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137
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138
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139
$272K 0.06%
7,000
140
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141
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142
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143
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144
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145
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146
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6,375
147
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+1,637
148
$206K 0.04%
+8,500
149
$180K 0.04%
+16,100
150
$149K 0.03%
+6,733
3 4 5
6
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