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
$437M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.79M
3
+$4.37M
4
BAM icon
Brookfield Asset Management
BAM
+$3.66M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$1.54M

Top Sells

1
+$3.89M
2
+$2.5M
3
+$2.28M
4
ALLY icon
Ally Financial
ALLY
+$2.11M
5
LRCX icon
Lam Research
LRCX
+$1.86M

Sector Composition

1 Financials 19.77%
2 Technology 14.35%
3 Healthcare 10.8%
4 Communication Services 6.03%
5 Consumer Discretionary 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$316K 0.07%
3,070
+524
127
$314K 0.07%
1,425
128
$308K 0.07%
2,474
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129
$304K 0.07%
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130
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131
$300K 0.07%
6,200
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132
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+6,356
133
$295K 0.07%
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134
$292K 0.07%
3,081
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135
$283K 0.06%
6,356
-8,877
136
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137
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6,823
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138
$261K 0.06%
1,506
139
$260K 0.06%
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140
$256K 0.06%
4,027
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141
$239K 0.05%
2,334
142
$236K 0.05%
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143
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433
144
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7,770
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145
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146
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3,020
-158
147
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1,514
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148
$224K 0.05%
+4,284
149
$217K 0.05%
1,458
-164
150
$214K 0.05%
+6,375
3 4 5
6
7