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
$457M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$812K
3 +$713K
4
TFC icon
Truist Financial
TFC
+$468K
5
RIO icon
Rio Tinto
RIO
+$461K

Top Sells

1 +$2.47M
2 +$1.43M
3 +$1.21M
4
OHI icon
Omega Healthcare
OHI
+$396K
5
MAC icon
Macerich
MAC
+$382K

Sector Composition

1 Financials 23.19%
2 Technology 15.42%
3 Communication Services 14.19%
4 Consumer Discretionary 10.17%
5 Healthcare 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
0
152
-20,950
153
-10,900