MWP
Madison Wealth Partners Portfolio holdings
AUM
$458M
1-Year Return
13.6%
This Quarter Return
+7.08%
1 Year Return
+13.6%
3 Year Return
+56.7%
5 Year Return
–
10 Year Return
–
AUM
$198M
AUM Growth
+$27M
(+16%)
Cap. Flow
+$15.7M
Cap. Flow
% of AUM
7.94%
Top 10 Holdings %
Top 10 Hldgs %
70.39%
Holding
88
New
10
Increased
36
Reduced
33
Closed
3
Top Buys
Top Sells
| 1 |
Hartford Municipal Opportunities ETF
HMOP
|
$1.07M |
| 2 |
Exxon Mobil
XOM
|
$228K |
| 3 |
Fidelity MSCI Health Care Index ETF
FHLC
|
$217K |
| 4 |
JPMorgan Chase
JPM
|
$204K |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
$194K |
Sector Composition
| 1 | Technology | 4.15% |
| 2 | Consumer Discretionary | 1.69% |
| 3 | Utilities | 1.61% |
| 4 | Healthcare | 1.13% |
| 5 | Financials | 0.93% |
