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
$348M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$17.7M
3
+$17.3M
4
AAPL icon
Apple
AAPL
+$16.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.8M

Top Sells

No sells this quarter

Sector Composition

1 Financials 30.71%
2 Communication Services 14.38%
3 Technology 13.42%
4 Real Estate 5.86%
5 Consumer Discretionary 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.5M 5.61%
+123,948
2
$17.7M 5.08%
+264,640
3
$17.3M 4.97%
+559,483
4
$16.8M 4.82%
+228,864
5
$16.8M 4.81%
+73,968
6
$11.5M 3.29%
+213,329
7
$10.9M 3.14%
+310,523
8
$10.4M 2.99%
+231,896
9
$9.82M 2.82%
+122,928
10
$9.17M 2.63%
+149,557
11
$8.6M 2.47%
+79,516
12
$8.24M 2.36%
+163,661
13
$8.05M 2.31%
+270,497
14
$7.52M 2.16%
+25,179
15
$6.51M 1.87%
+3,170
16
$6.04M 1.74%
+41,788
17
$5.74M 1.65%
+144,422
18
$5.48M 1.57%
+45,370
19
$5.28M 1.52%
+25,728
20
$4.86M 1.4%
+40,356
21
$4.79M 1.37%
+39,991
22
$4.61M 1.32%
+87,095
23
$4.6M 1.32%
+183,494
24
$4.5M 1.29%
+36,007
25
$4.36M 1.25%
+43,055
1
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