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
$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
+$169K
3
+$168K
4
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$119K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$103K

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
1 2
3