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
$252M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.45M
3
+$1.83M
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$1.4M
5
MSFT icon
Microsoft
MSFT
+$1.37M

Top Sells

1
+$401K
2
+$306K
3
+$234K
4
PFE icon
Pfizer
PFE
+$212K
5
PSEP icon
Innovator US Equity Power Buffer ETF September
PSEP
+$204K

Sector Composition

1 Technology 5.79%
2 Consumer Discretionary 2.31%
3 Financials 1.81%
4 Utilities 1.13%
5 Communication Services 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.52%
7,702
+6,130
27
$1.28M 0.51%
7,533
+1,155
28
$1.27M 0.5%
5,102
+82
29
$1.21M 0.48%
5,246
-711
30
$1.18M 0.47%
+103,070
31
$1.12M 0.44%
3,127
+146
32
$1.09M 0.43%
2,255
+7
33
$960K 0.38%
+46,284
34
$946K 0.38%
18,698
-867
35
$929K 0.37%
36,600
+26,928
36
$919K 0.36%
33,925
-1,860
37
$873K 0.35%
25,920
+16,021
38
$797K 0.32%
31,758
+12,090
39
$773K 0.31%
15,067
-297
40
$764K 0.3%
1,748
+290
41
$760K 0.3%
2,920
+2
42
$748K 0.3%
4,441
+2,404
43
$740K 0.29%
3,312
44
$735K 0.29%
+18,632
45
$732K 0.29%
18,805
-4,057
46
$716K 0.28%
6,807
+1,876
47
$708K 0.28%
+16,884
48
$701K 0.28%
6,646
+28
49
$684K 0.27%
12,962
+450
50
$678K 0.27%
3,108
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