MWP

Madison Wealth Partners Portfolio holdings

AUM $458M
1-Year Est. Return 13.6%
This Quarter Est. Return
1 Year Est. Return
+13.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$6.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$8.86K

Top Sells

1
+$6.19M
2
+$172K
3
+$163K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$117K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$104K

Sector Composition

1 Technology 3.2%
2 Utilities 1.9%
3 Consumer Discretionary 1.13%
4 Healthcare 1.1%
5 Communication Services 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$499K 0.35%
17,804
27
$473K 0.33%
2,038
28
$454K 0.32%
4,169
29
$392K 0.28%
6,714
30
$365K 0.26%
2,240
31
$363K 0.26%
2,065
32
$354K 0.25%
1,668
33
$347K 0.24%
1,288
34
$336K 0.24%
5,266
35
$329K 0.23%
1,205
36
$303K 0.21%
2,549
37
$290K 0.2%
4,090
+125
38
$286K 0.2%
3,260
39
$274K 0.19%
9,047
40
$268K 0.19%
1,704
41
$266K 0.19%
1,467
42
$252K 0.18%
4,367
43
$250K 0.18%
1,035
44
$244K 0.17%
5,000
45
$243K 0.17%
1,249
46
$236K 0.17%
3,797
47
$226K 0.16%
3,639
48
$217K 0.15%
5,254
49
$204K 0.14%
2,314
50
$204K 0.14%
3,317
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