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
$149M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$23M
3 +$22.5M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.24M
5
IJH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$204K 0.14%
+3,317
52
$203K 0.14%
+984
53
$200K 0.13%
+400
54
$167K 0.11%
+10,647
55
$156K 0.1%
+1,441