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

Top Buys

1 +$1.08M
2 +$848K
3 +$751K
4
RIO icon
Rio Tinto
RIO
+$538K
5
TFC icon
Truist Financial
TFC
+$446K

Top Sells

1 +$2.47M
2 +$1.44M
3 +$1.23M
4
PYPL icon
PayPal
PYPL
+$405K
5
OHI icon
Omega Healthcare
OHI
+$396K

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