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
$175M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.36M
3
+$1.73M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.05M
5
AAPL icon
Apple
AAPL
+$763K

Top Sells

1
+$6.63M
2
+$3.78M
3
+$3.29M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$499K
5
TSLA icon
Tesla
TSLA
+$329K

Sector Composition

1 Technology 3.8%
2 Utilities 1.99%
3 Consumer Discretionary 1.52%
4 Communication Services 1.49%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$697K 0.4%
2,979
+610
27
$688K 0.39%
2,477
+439
28
$625K 0.36%
2,760
-1,455
29
$570K 0.33%
2,908
-2
30
$550K 0.31%
7,348
-913
31
$519K 0.3%
+15,053
32
$505K 0.29%
6,475
+2,385
33
$480K 0.27%
4,369
+200
34
$475K 0.27%
7,493
+779
35
$458K 0.26%
2,279
+214
36
$453K 0.26%
+2,929
37
$436K 0.25%
8,196
+3,196
38
$431K 0.25%
1,240
+35
39
$425K 0.24%
5,838
+572
40
$418K 0.24%
+1,057
41
$410K 0.23%
1,511
+476
42
$408K 0.23%
1,668
43
$401K 0.23%
9,724
+677
44
$359K 0.21%
2,610
+61
45
$358K 0.21%
4,062
-75,187
46
$342K 0.2%
2,077
+373
47
$319K 0.18%
1,418
+169
48
$295K 0.17%
1,679
+212
49
$289K 0.17%
4,583
-671
50
$288K 0.16%
+7,349
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