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
$157M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$2.57M
3
+$960K
4
SMMU icon
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
+$752K
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$740K

Top Sells

1
+$3.16M
2
+$3.13M
3
+$582K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$564K
5
LNT icon
Alliant Energy
LNT
+$416K

Sector Composition

1 Technology 4.36%
2 Utilities 2.14%
3 Healthcare 1.36%
4 Consumer Discretionary 1.3%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
1,441
77
$7K ﹤0.01%
49,000
+17,000
78
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-4,231
79
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-1,495
80
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-1,600
81
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-3,949
82
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-1,800
83
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-1,214
84
– –
-997
85
– –
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86
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-2,189
87
– –
-4,825
88
– –
-7,001
89
– –
-995
90
– –
-2,202
1 2 3
4