MWP
Madison Wealth Partners Portfolio holdings
AUM
$458M
This Quarter Return
-14.91%
1 Year Return
+13.6%
3 Year Return
+56.7%
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(-12%)
Cap. Flow
+$6.39M
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
71.99%
Holding
90
New
11
Increased
44
Reduced
17
Closed
13
Top Buys
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$3.12M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.12M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$582K |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
$567K |
| 5 |
Alliant Energy
LNT
|
$404K |
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Utilities | 2.14% |
| 3 | Healthcare | 1.36% |
| 4 | Consumer Discretionary | 1.3% |
| 5 | Financials | 1.01% |
