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
$411M
AUM Growth
-$63.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$5.92M
3
+$2.58M
4
FI icon
Fiserv
FI
+$2.51M
5
CME icon
CME Group
CME
+$1.73M

Top Sells

1
+$3.02M
2
+$2.33M
3
+$1.49M
4
AMZN icon
Amazon
AMZN
+$1.37M
5
CVS icon
CVS Health
CVS
+$1.06M

Sector Composition

1 Financials 20.67%
2 Technology 15.71%
3 Healthcare 9.58%
4 Communication Services 9.44%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$305K 0.07%
2,805
+57
127
$303K 0.07%
18,126
128
$302K 0.07%
+6,510
129
$301K 0.07%
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130
$301K 0.07%
3,032
-1,900
131
$299K 0.07%
7,031
-63
132
$298K 0.07%
2,644
+21
133
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2,010
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134
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4,565
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135
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1,405
+13
136
$276K 0.07%
2,322
137
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2,303
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138
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+2,400
139
$261K 0.06%
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140
$259K 0.06%
6,000
141
$257K 0.06%
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142
$248K 0.06%
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143
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144
$238K 0.06%
7,830
145
$237K 0.06%
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146
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7,000
147
$229K 0.06%
1,622
148
$224K 0.05%
1,989
149
$220K 0.05%
2,886
+191
150
$216K 0.05%
1,589
3 4 5
6
7