MWP
Madison Wealth Partners Portfolio holdings
AUM
$627M
1-Year Est. Return
17.95%
This Fund
S&P 500
1 Year Est. Return
+17.95%
AUM
$627M
AUM Growth
+$78.9M
(+14%)
Holding
231
Top Buys
| 1 | +$45M | |
| 2 | +$27.5M | |
| 3 | +$27M | |
| 4 |
Invesco NASDAQ 100 ETF
QQQM
|
+$18.6M |
| 5 |
BlackRock Flexible Income ETF
BINC
|
+$2.65M |
Top Sells
| 1 | +$27.3M | |
| 2 | +$16.8M | |
| 3 | +$2.18M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$483K |
| 5 |
Alliant Energy
LNT
|
+$428K |
Sector Composition
| 1 | Technology | 5.36% |
| 2 | Communication Services | 1.5% |
| 3 | Financials | 1.45% |
| 4 | Consumer Discretionary | 1.28% |
| 5 | Industrials | 0.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Fidelity MSCI Health Care Index ETF
FHLC
$2.8B
| – | – |
-2,808
|
|
||
227
Grayscale Bitcoin Trust
GBTC
$31.1B
| – | – |
-3,148
|
|
||
228
Lowe's Companies
LOW
$131B
| – | – |
-844
|
|
||
229
Lightwave Logic
LWLG
$2.45B
| – | – |
-13,758
|
|
||
230
Vanguard Mega Cap Growth ETF
MGK
$6.4B
| – | – |
-2,520
|
|
||
231
Vanguard Small-Cap Growth ETF
VBK
$22.5B
| – | – |
-686
|
|