MWP
Madison Wealth Partners Portfolio holdings
AUM
$458M
This Quarter Return
+10.3%
1 Year Return
+13.6%
3 Year Return
+56.7%
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.78%
Holding
55
New
55
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$24.6M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
$23M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$22.5M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$7.24M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$7.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.05% |
| 2 | Utilities | 1.81% |
| 3 | Consumer Discretionary | 1.07% |
| 4 | Healthcare | 1.05% |
| 5 | Communication Services | 0.99% |
