MWP
Madison Wealth Partners Portfolio holdings
AUM
$458M
1-Year Return
13.6%
This Quarter Return
-3.93%
1 Year Return
+13.6%
3 Year Return
+56.7%
5 Year Return
–
10 Year Return
–
AUM
$198M
AUM Growth
-$16.3M
(-7.6%)
Cap. Flow
-$7.67M
Cap. Flow
% of AUM
-3.88%
Top 10 Holdings %
Top 10 Hldgs %
69.22%
Holding
97
New
5
Increased
45
Reduced
28
Closed
2
Top Buys
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
$3.72M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.54M |
| 3 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
$703K |
| 4 |
Capital Group Core Plus Income ETF
CGCP
|
$371K |
| 5 |
Microsoft
MSFT
|
$350K |
Top Sells
Sector Composition
| 1 | Technology | 5.03% |
| 2 | Consumer Discretionary | 1.83% |
| 3 | Utilities | 1.39% |
| 4 | Financials | 1.12% |
| 5 | Healthcare | 1.09% |
