MWP

Madison Wealth Partners Portfolio holdings

AUM $548M
1-Year Est. Return 16.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.07%
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
+$24.5M
2
+$21.8M
3
+$21.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$7.17M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$6.84M

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
1 2
3