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
51
$203K 0.14%
984
52
$200K 0.14%
400
53
$168K 0.12%
10,647
54
$156K 0.11%
1,441
55
-123,360